Sterling Widmer

Credentials:
  • CFP®

Focus: Insurance Strategies, Investment Strategies

Languages: English, Spanish

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability.

Sterling Widmer, CERTIFIED FINANCIAL PLANNER™ is the President of Atlas Wealth Management*.

Sterling was raised in Southwest Wyoming and graduated from Utah State University with degrees in Finance and Economics. While at Utah State, he served as President of the Financial Planning Student Association.  

Sterling began his Career with Beneficial Financial Group in 2005 and was the company’s Agent of the Year in 2006. His firm has become well known throughout the intermountain west as a premier strategic planning organization.

Sterling recently served as a board member on the Board of Planned Giving for Utah State University. He is also a member of the Utah Chapter of the Financial Planning Association and of the Estate Planning Council of Northern Utah.

He enjoys golfing in the summer and skiing in the winter,  coaching his kid’s soccer teams,  and playing the guitar. Sterling, his wife Megan, and their 4 daughters are avid Aggie fans and live in beautiful Cache Valley.

Sterling G. Widmer is a Registered Representative of and offers Securities, Investment Advisory, and Financial Planning Services through MML Investors Services, LLC, Member SIPC. Supervisory Office 2901 W Blue Grass Blvd, Suite 320, Lehi, Utah 84043 (801)943-6277. Atlas Wealth Management is not a subsidiary of MML Investors Services, LLC, or its affiliated Companies.

*Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

See Sterling’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Sterling

*Fields are required

Financial Partners - Commons Drive

Satellite Office

607 Commons Drive
Gallatin, TN 37066

CRN202202-260044