Founded in 1995, Sterling Investment Advisors, LLC is a fee-based registered investment advisor engaged in the business of creating and monitoring personalized investment portfolios and providing comprehensive financial planning advice.

Our Mission

Provide objective investment management and financial planning advice with a Christian worldview

Our Principles

• Conduct business with diligence, integrity, and clients’ best interests
• Treat clients with respect
• Become THE financial planning resource for our clients
• Charge clients on a fee-only basis to minimize potential conflicts of interest
• Provide our service without fee to widows, orphans, and single parents in need
  
  

James G. Jones CFA, CLU, ChFC, MBA

Jones graduated with honors from Southwest Baptist University in 1986 with a B.S. degree in Economics / Business Administration and a M.B.A. from the University of Arkansas in 1987.  After graduate school, Jones was employed with MetLife and gained extensive experience in insurance, estate planning, and retirement alternatives. During that tenure Jones earned the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) professional designations.

Jones joined Southwest Baptist University (SBU) in 1992 as an Instructor of Business Administration. He taught a variety of Economics and Finance classes. Constantly pursuing professional development, Jones earned the Chartered Financial Analyst (CFA®) designation; which is recognized as the premier professional designation in the investment community.

While at SBU, Jones founded Sterling Investment Advisors, LLC and established a small select client base. In the spring of 2000, Jones resigned from instructing to devote all of his energies to Sterling Investment Advisors, LLC.