About Us

Company Overview

Sterzinger Financial Group was established to provide a more sophisticated level of service for accredited investors and high-net-worth families. We recognized that many investors were underserved by generic financial planning and required a firm capable of handling complex tax and alternative investment needs. As a boutique practice, we prioritize deep client relationships built on the values of transparency, integrity, and proactive service.

^{Why choose sterzinger}Our Approach

We combine specialized technical knowledge with a client-first philosophy to solve complex financial challenges.

Proactive Stewardship

We anticipate challenges like IRMAA surcharges before they impact your wealth, focusing on forward-looking strategies rather than reactive adjustments.

Institutional Quality

We believe our clients deserve access to sophisticated portfolio structures and alternative assets that are often reserved for the largest investors.

Helper Mentality

Our firm operates as a dedicated resource for your family, translating complex financial concepts into clear, actionable, and professional guidance.

Meet the Team

Our team of experienced professionals is dedicated to providing the high-touch service and specialized expertise your wealth requires.

Paul Sterzinger, CFP®, CIMA®, CLU®, MBA

Founder & President

Education has always been at the heart of Paul L. Sterzinger's approach to financial planning. That belief inspired him to found Sterzinger Financial Group with a simple mission:Educate first. Advise second.For more than 25 years, Paul...

^{Contact Us}Connect With Our Team

We believe the best way to understand the value of a boutique firm is through a direct conversation. Reach out to us today to see if our approach is the right fit for your family.

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