STERLING WEALTH ADVISORS, INC.
PLANTATION, FLORIDA

Sterling Wealth Advisors, Inc., founded on August 28, 2001, is a wealth management firm headquartered in Plantation, Florida. Licensed under status PLANTATION-Broward County-FL with filer P01000086295, the company offers comprehensive financial planning services and stands committed to serving its clients as a fiduciary under a fee-only structure. Led by Elizabeth Barrett, who leverages her expertise to assist clients in identifying and adjusting their financial behaviors, Sterling Wealth Advisors aims to align clients' financial goals with their core values and personal aspirations. The firm has maintained a dedicated client-centered approach since its inception, emphasizing long-term relationships founded on trust and transparency. The strategic focus is fee-only service without any commissions from product sales, ensuring objective financial advice. They provide personalized services that incorporate regular net worth analyses and diversified investment reviews to adapt clients' plans as life circumstances evolve. Sterling Wealth Advisors prioritizes clear financial reports delivered directly to clients, allowing them to maintain a comprehensive understanding of their financial status. In addition to its tailored advisory services, the firm updates its client strategies routinely, ensuring alignment with evolving personal goals and challenging new objectives post-achievement. The last official amendment occurred on June 28, 2010, accompanied by subsequent annual reporting activities, with the most recent report filed on February 7, 2024. For more information about their services or to contact their professional team, interested parties may reach Sterling Wealth Advisors at (954) 771-1313 or (954) 208-0707. Their operations and additional details can be found via their official website: sterlingwealthadvisors.com.