Leading Advisors

Sean M. Flatley

Sean M. Flatley

CFP®, AIF®, Executive Vice President

Sean Flatley is the Executive Vice President of Sterling Investment Advisors, Ltd. Sean is responsible for both individual and corporate business acquisition and relationship management. He oversees Sterling’s 401(k), Defined Benefit and corporate retirement plan practices. Sean brings design, provider management, compliance and regulatory solutions to his clients.

Sean is a Certified Financial PlannerTM (CFP®) with a wealth of experience in providing comprehensive financial guidance to individuals, families and businesses. He is committed to helping clients achieve their financial goals and secure their financial future.

Sean serves as the Chairman of Irish American Business Chamber & Network, Inc. The Irish American Business Chamber & Network, Inc. is a nonpartisan business organization promoting the interests of its members and the development of economic and educational relationships between the United States and, Ireland and Northern Ireland.

Sean is a graduate of Pennsylvania State University. He currently resides in Drexel Hill, PA with his wife Gina and their children Kevin, Megan, Steven and Julia.

Sean Flatley Headshot reduced 1

Advisor Details

Firm: Sterling Investment Advisors, Ltd.

Locations: Berwyn,PA

Website: Link

Phone Number: (610)560-0400 Ext:116


Assets Under Management: 750 M

Median Account Size: 550k

Years of Experience: 24 years

Years in Current Firm: 17 years

Certifications/Designations: Chartered Financial Consultant Accredited Investment Fiduciary

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