Professional wealth management
STERLING RIDGE ADVISORS

Wealth Management Built on Discipline and Trust

We partner with high-net-worth individuals and families to build, preserve, and transfer wealth — with the rigor of an institution and the attention of a trusted advisor.

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CFA Institute
CFP Board
NAPFA
Barron's Top Advisor
Forbes Best-In-State
ABOUT OUR FIRM

Your wealth. Our expertise. A partnership for generations.

Harrington & Co brings institutional-grade investment strategies to private clients who expect nothing less. We maintain intentionally small client rosters so every family receives the depth of attention their wealth demands.

About Our Firm
0 Assets Under Management
0 Client Retention Rate
0 Years of Experience
0 Families Served
Harrington & Co office
OUR APPROACH

Disciplined Strategy. Personal Attention.

We combine rigorous quantitative analysis with deep personal relationships. Every recommendation is built on data, but delivered with the care of a trusted partner who knows your family's story.

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HOW WE WORK

Your Path to Financial Clarity

Discovery meeting
01

Discovery Meeting

We begin with a confidential conversation about your goals, concerns, and current financial picture — no jargon, no pressure.

Financial analysis
02

Comprehensive Analysis

Our team reviews your assets, liabilities, tax situation, and estate documents. We stress-test your portfolio against multiple scenarios.

Strategy presentation
03

Custom Strategy

We present a tailored wealth management plan covering investments, tax optimization, risk management, and legacy planning.

Ongoing partnership
04

Ongoing Partnership

We monitor your portfolio daily, rebalance proactively, and meet quarterly to ensure your strategy evolves as your life does.

Harrington & Co advisory team
OUR TEAM

Meet Our Advisors

Every client relationship is led by a senior partner. We believe the advisor who develops your strategy should be the one who executes it — and the one you call when markets shift.

Our advisors hold CFP, CFA, and CPWA designations, with an average of 18 years of industry experience.

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Portfolio Management 2024
+18.4%
3yr

Diversified equity portfolio growth over 3-year period

Retirement Planning 2024
$4.2M
since_inception

Retirement target achieved 5 years ahead of schedule

Tax & Estate Strategy 2023
$1.8M
5yr

Estate tax savings through trust and gifting strategies

Risk Management 2023
+12.3%
1yr

Risk-adjusted returns during volatile market conditions

Portfolio Management 2024
$850K
10yr

Tax-loss harvesting savings across managed accounts

Business Succession 2023
$5.1M
since_inception

Business valuation and succession plan execution

Barron's Top Advisor · Forbes Best-in-State · NAPFA Fee-Only Member · $4.2B Assets Under Management · 98% Client Retention · 30+ Years of Experience ·

“They guided us through a complex retirement transition with professionalism and unwavering dedication. Our portfolio performance exceeded all expectations.”

Robert & Diana Mitchell Retirement Planning Client

“During one of the most volatile market periods, this firm provided calm guidance and strategic rebalancing. We felt truly supported every step of the way.”

Sarah Jennings Wealth Management Client

“Their attention to detail in our estate plan was remarkable. They identified tax-saving opportunities we never would have seen on our own.”

Michael & Lisa Park Estate Planning Client

“The advisory team was outstanding. They built a diversified portfolio aligned with our values and kept us informed throughout the entire process.”

David Chen Portfolio Management Client

Retirement Savings Calculator

See how your savings could grow over time with consistent contributions and disciplined investing.

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This calculator is for illustrative purposes only and does not constitute financial advice. Actual returns may vary.

Financial planning discussion
OUR PHILOSOPHY

Fiduciary. Fee-Only. Independent.

We are legally bound to act in your best interest — always. As an independent, fee-only firm, we have no proprietary products to push, no commissions to chase, and no conflicts of interest.

Our only incentive is your long-term success.

Learn About Our Values
INSIGHTS

Latest from Our Advisors

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Your Wealth Deserves a Partner, Not a Salesperson

Schedule a complimentary discovery call. We'll listen to your goals, review your current strategy, and share how Harrington & Co can help — with zero obligation.

Schedule a Discovery Call