Sterling Investment Management, Inc. is a proud member of the following organizations, and adheres to their standards of professional excellence and integrity:
Commitment to Excellence
Al Nelson is a NAPFA Registered Financial Advisor. The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With 1000+ members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to the following fiduciary oath:
- The Advisor shall exercise his / her best efforts to act in good faith and in the best interest of the client.
- The Advisor shall provide written disclosure to the client prior to the engagement of the Advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will reasonably compromise the impartiality or independence of the Advisor.
- The Advisor does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product.
- The Advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.
Commitment to Continued Education
The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning, so that the public has access to and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Al Nelson is a CERTIFIED FINANCIAL PLANNER®.
Commitment to Objectivity
As a Fee-Only advisory firm our recommendations are untainted from any type of fee received by the vendors of financial products, including investment funds, insurance companies, and estate attorneys. Fee-Only advisers provide consumers and institutions with comprehensive and objective financial advice on a Fee-Only basis, keeping only the best interests of the client in mind – with neither the adviser nor any related party receiving compensation contingent on the purchase or sale of a financial product.
The Portland Financial Advisors Network is a consortium of financial planning experts who have qualifications, experience and credentials that exceed those of most financial advisors. Even though each of us is an independent business owner, we know, respect and enjoy exchanging ideas with each other. We also understand that every client—and every financial advisor—is different. Through this consortium, we seek to help you find the expert who best meets YOUR needs.
Commitment to Professionalism
Al Nelson is a member of the Financial Planning Association (FPA), a membership organization for the financial planning community. Members include individuals and companies who are committed to championing the financial planning process.
FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.