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Summit Advisory Group

Strategic Financial & Advisory Solutions

Partnering with growing businesses and high-net-worth individuals in St. Louis to optimize tax strategy, streamline accounting, and drive sustainable financial growth.

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Summit Advisory Group
Capabilities & Scope

Comprehensive Advisory Services

Tailored CPA and business strategy solutions designed to protect capital and accelerate business momentum in St. Louis, MO.

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Tax Planning & Corporate Strategy

Proactive tax strategies, entity structuring, and Federal/State filing optimization for corporations and private clients.

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Corporate Financial Advisory

Financial forecasting, cash flow analysis, M&A guidance, and strategic growth modeling tailored to your enterprise.

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Virtual CFO & Accounting

Dedicated CFO insight, monthly financial reporting, bookkeeping oversight, and payroll integration for growing firms.

Robert Sterling, CPA
Managing Partner

Robert Sterling, CPA

Founder & Principal Advisor

Robert Sterling brings over 18 years of executive financial advisory and corporate tax strategy experience. Founded Summit Advisory Group to provide St. Louis enterprises with enterprise-grade financial leadership and proactive wealth strategies.

Qualifications & Certifications

  • ✓Certified Public Accountant (CPA)
  • ✓Certified Financial Planner (CFP)
  • ✓Summit Advisory Group - Founder
  • ✓St. Louis Regional Business Advisory Board Member
Common Inquiries

Frequently Asked Questions

Quick answers to help you understand our advisory process, client onboarding, and consulting models.

What types of businesses do you work with?+
We specialize in mid-market enterprises, professional service firms, real estate investors, and high-growth startups across Missouri.
How does the Virtual CFO model work?+
We integrate directly with your executive team to provide high-level financial direction, monthly reporting, and budget forecasting without the overhead of a full-time CFO.
How do we get started?+
Schedule a complimentary 30-minute discovery call through our online portal to review your goals and existing financial structure.
⚡ Direct Booking & Scheduling

Schedule a Consultation

Ready to elevate your financial strategy? Request a free 30-minute discovery consultation call.

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