Investment Advisory Services

At Starling Wealth Management, we believe investment advice should be aligned with your best interests—not driven by commissions or transactions. That’s why our advisors operate on LPL Financial's fee-based advisory platform, which allows us to provide personalized, ethical, and personalized portfolio management tailored to your unique goals.

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LPL's advisory programs are designed with low minimums, fair pricing, and flexible investment options to meet you where you are. Whether you prefer ready-made solutions or want to collaborate on a custom strategy, we have options to suit your needs:

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• Optimal Market Portfolio (OMP) – A straightforward, well-diversified portfolio built for efficiency and long-term growth.

• Strategic Asset Management (SAM) – A flexible, actively managed approach to asset allocation.

• Model Wealth Portfolios (MWP) – Professionally managed models that can include Separately Managed Accounts (SMAs) for added customization and institutional-grade strategies.

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For clients who enjoy taking a hands-on approach, we can also build custom advisory models together, ensuring your portfolio reflects your values, interests, and goals.

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When combined with our Financial Planning services—powered by MoneyGuide®, the longest-standing platform in the industry—we create portfolios that are implemented with intention and purpose. This integration allows us to help you pursue financial confidence, not just financial performance.

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Important Disclosures

There’s no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk. Asset allocation does not ensure a profit or protect against a loss. Investing involves risks, including possible loss of principal. 

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In choosing to participate in an SMA, investors should carefully consider the amount they plan to invest; their investment objectives; and the SMA’s investment objectives, risks, charges, and expenses before investing. Investing in an SMA involves direct ownership of the assets purchased by the investment manager on the investor’s behalf. Therefore, investors should understand and be able to bear all of the risks associated with the underlying assets. The amount and type of investment restrictions are subject to change and manager’s acceptance. There can be no assurance that any stated investment objectives will be achieved.

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All Optimum Funds are offered by prospectus only. Investors should consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. You can obtain a prospectus from your financial advisor. Read the prospectus carefully before investing.