Sterling Financial Management

Sterling Financial Management Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org.

Third party posts found on this profile do not reflect those views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. For a list of states in which we are registered to do business, please visit www.sterlingfm.com.

Meet Lynn Neal | Client Service Associate at Sterling FinancialTake a peek at her life outside the office!Lynn enjoys sp...
06/23/2026

Meet Lynn Neal | Client Service Associate at Sterling Financial

Take a peek at her life outside the office!

Lynn enjoys spending time with her family, traveling, reading, exploring new places, and cheering on the Philadelphia Phillies. A special family moment this year was celebrating her son Alex’s graduation from Appalachian State University.

At Sterling, Lynn supports the BCT Investments advisor team by assisting with client requests, inquiries, and onboarding. With over 20 years of customer service experience, she brings organization, attention to detail, and a passion for helping others.

⚾ A day at the ballpark with our incredible clients! ⚾We loved cheering on the Hagerstown Flying Boxcars alongside you a...
06/22/2026

⚾ A day at the ballpark with our incredible clients! ⚾

We loved cheering on the Hagerstown Flying Boxcars alongside you all, enjoying good food and great company. Thank you for being a part of the Sterling Financial family. We look forward to more great experiences together!

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. ...
06/21/2026

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. Before the sacrifices, you may not have fully understood until you were older.

Most of us only piece that together with time.

What fathers leave behind isn't just memories. It's a way of moving through the world.

A standard.

A sense of what it looks like to take care of the people who depend on you.

That's worth honoring. 👔

Happy Father's Day weekend to every father and father figure out there.

That's Abraham Lincoln's signature.It appears on the Emancipation Proclamation, signed January 1, 1863.Yet, it would be ...
06/19/2026

That's Abraham Lincoln's signature.

It appears on the Emancipation Proclamation, signed January 1, 1863.

Yet, it would be two and a half more years before enslaved people in Texas learned they were free.

They were kept in the dark on purpose.

On June 19, 1865, Union soldiers arrived in Galveston and delivered the news.

That's what Juneteenth commemorates.

It has been celebrated by Black Americans for more than 150 years and became a federal holiday in 2021. It's a day worth understanding, not just observing.

Wishing everyone a meaningful Juneteenth. 🤍

06/18/2026

At Sterling Financial Management, it’s more than numbers and investments; it’s the relationships built along the way. 💙

When we asked our team their favorite part about working here, every answer came back to one thing: our clients.

🐶✨ Winston Wednesday Throwback ✨🐶Before the office naps, saying hi to clients, and yummy treats, Winston was just a tiny...
06/17/2026

🐶✨ Winston Wednesday Throwback ✨🐶

Before the office naps, saying hi to clients, and yummy treats, Winston was just a tiny puppy!

What’s one thing from your childhood you wish would make a comeback?

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.It doesn't.C...
06/17/2026

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.

It doesn't.

Claiming it REQUIRES A FILING WITH THE IRS within 9 months of a spouse's death.

The IRS doesn't send a reminder. The deadline just passes.

A six-month extension is available, bringing the total window to 15 months. But the clock starts the day your spouse dies, not the day you think to ask about it.

This is exactly the kind of detail that gets lost in the fog of grief and estate administration.

It's also exactly the kind of thing we watch for on behalf of the families we work with. We also help families by working with their tax, legal, and accounting professionals to make certain that paperwork is completed in a timely manner.

📄 Join us for Shred Day at Sterling Financial Management!Securely dispose of confidential documents and help protect you...
06/17/2026

📄 Join us for Shred Day at Sterling Financial Management!

Securely dispose of confidential documents and help protect yourself from identity theft.

📍Sterling Financial Management
📅 Drop-off: June 22–26
⏰ 8:00 AM–4:00 PM

Questions? Call 301-733-7777.

Meet Mitch Neterer | Financial Advisor Assistant at Sterling FinancialTake a peek at his life outside the office!Mitch l...
06/16/2026

Meet Mitch Neterer | Financial Advisor Assistant at Sterling Financial

Take a peek at his life outside the office!

Mitch loves spending his free time outdoors, whether he’s hiking, rock climbing, hunting, or fishing. His dogs, Nona & Mabel, are always excited to join him for a walk, a game of fetch, and, of course, food!

At Sterling, Mitch supports the advisors with financial plans, conducts research, and assists the clients. After previously interning with the firm, he was excited to return to Sterling and continue growing his knowledge of the financial industry. 💙

Father's Day is at the end of this week. Before the dinner and the gifts, there's something worth talking about.Most men...
06/15/2026

Father's Day is at the end of this week. Before the dinner and the gifts, there's something worth talking about.

Most men will show up for everyone around them without being asked. But when it comes to their own health, the appointments get pushed off longer than they should. 💚

The CDC reports that women are 33 percent more likely than men to visit the doctor and twice as likely to seek preventive care.

If there is a man in your life worth celebrating on Sunday, ask when he last had a checkup.

That conversation might matter more than any gift.

Address

1825 Howell Road, Ste. 5
Hagerstown, MD
21740

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+13017337777

Website

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