Welcome To Stern Financial Get Started Trust. Integrity. Accountability. We create simple and unique solutions for your complex financial issues. Get Started Investment
We focus on the complex make up of our client's
risk tolerance, objectives and time horizon.
Retirement Income Planning Get Started A sustainable income and distribution strategy is critical to a successful retirement planning strategy. Goals Based Wealth Planning Get Started Financial Planning is an integral part of our client’s long term financial security. We incorporate the goals, objectives and priorities of our clients, connecting the dots to make those goals a reality. Building Your Portfolio Get Started Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Thinking About Your Business Get Started Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact.


We serve business owners, executives, high net worth individuals and their families, professors, in addition to not-for-profits and trusts. Our clients live across the nation and internationally. For new clients, we require a minimum of $1,000,000 in investable assets or $10,000 in an annual fee.

Our world moves at hyperspeed

One thing that endures is our dynamic relationship with you, our clients—a relationship grounded in experience, and our comprehensive services, all focused on the highest ethical standards and ongoing commitment to world-class service. We help create simple and unique solutions for your complex financial issues.



In a world where speed matters most, working with someone who can meet your needs and expectations is crucial. We cannot control the financial markets, but we can control how we interact with our friends and clients. We strive to provide exceptional service on a daily basis. Knowing you have optimal portfolio and wealth management solutions is incredibly important and so is feeling trust and comfort in who you are working with.

Commonwealth’s Form CRS: Client Relationship Summary