Sterling Wealth Advisors®, Inc.

Sterling Wealth Advisors®, Inc. is a fee-only wealth management firm in Plantation, Florida, serving individuals and families in Plantation, Fort Lauderdale, and across the United States. The firm provides comprehensive financial planning, tax planning, investment counseling, retirement planning, estate planning, and insurance reviews, all delivered with a fiduciary commitment to act in clients’ best interests. As a fee-only advisor, the firm is compensated solely by its clients, ensuring objective and transparent guidance. The team, led by Elizabeth Barrett, MA, CFP®, CKA®, specializes in helping clients build lasting financial security through personalized strategies grounded in trust and clarity.

The firm emphasizes a holistic approach to wealth management, beginning with cash flow analysis as the foundation of financial planning. Clients receive customized strategies for tax efficiency, investment policy development, retirement income modeling, and estate preservation, with a focus on reducing tax burdens and minimizing probate costs. Elizabeth Barrett brings a unique perspective to financial advising, combining her expertise in financial planning with a master’s degree in counseling psychology to help clients understand the emotional and psychological aspects of money. The firm maintains a client-centric model, offering virtual meetings, secure client portals, and ongoing support to ensure long-term financial alignment.

Located at 8201 Peters Rd, Unit 1000 in Plantation, the firm sits just a short distance from key local landmarks. It is about 0.2 miles from Jacaranda School and Temple Koi Ami Preschool, and approximately 0.3 miles from the New River Greenway, a scenic park trail. The Port Everglades Expressway lies within a quarter-mile, providing easy access from surrounding areas. The location is also near South Pine Island Road and Peters Road, offering convenient access for clients throughout Broward County.

Sterling Wealth Advisors® stands out for its commitment to fiduciary duty, transparency, and personalized service, with a focus on long-term financial well-being rather than short-term gains. The firm’s emphasis on education, psychological insight, and comprehensive planning fosters strong, lasting client relationships. In Plantation, it is recognized as a trusted partner for those seeking objective, client-first financial guidance.