Sterling Wealth Advisors®, Inc.

Sterling Wealth Advisors®, Inc. is a Wealth Management firm in Plantation, FL, located at 8201 Peters Rd #1000. The firm operates as a fee-only financial planning practice and fiduciary, serving clients in Plantation, Fort Lauderdale, and nationwide. Services include comprehensive financial planning, tax planning, investment counseling, and retirement planning. The team is led by Elizabeth Barrett, MA, CFP®, CKA®, who serves as CEO, President, and Lead Wealth Advisor. She holds a master’s degree in counseling psychology and specializes in tax planning, estate planning, retirement planning, and investment management. The firm emphasizes unbiased advice, stating it is paid only by clients and acts in their best interest by law.

Financial planning at the firm includes cash flow management to maximize savings and simplify future spending, along with insurance reviews for life, health, disability, auto, long-term care, home, and business policies. Estate planning assistance focuses on asset protection, reducing estate and income taxes, and minimizing probate costs, often in coordination with estate-planning attorneys. College planning helps parents clarify funding issues for their families.

Tax planning is integrated into the advisory process to accelerate the path to financial independence. Investment counseling involves creating a personalized investment policy statement based on the client's risk profile, time horizon, and financial life cycle. The goal is to develop a clear investment blueprint that helps clients stay focused on their plan and understand appropriate expectations for their assets.

Retirement planning utilizes "what if" scenarios to account for inflation, spending plans, Social Security benefits, required IRA distributions, tax brackets, and pensions. The firm develops annual budgets to determine retirement needs and helps clients set up monthly cash flows from investment accounts to cover decreased income as they reduce their workload.

Sterling Wealth Advisors combines fiduciary duty with specialized planning in Plantation to help clients steward their resources with confidence.

The firm is situated on Peters Road, just 45 meters from the thoroughfare itself, and sits about 0.2 miles from Jacaranda School and South Pine Island Road.

BizScoreAI awarded the business a Schema & Structure score of 100 out of 100, which ensures AI assistants and search engines clearly understand the firm's services. The Performance score of 95 out of 100 reflects fast website loading, which keeps visitors engaged and supports better search engine rankings.