Getting Started

Welcome!
Thank you for visiting our site and giving us the opportunity to tell you about Sterling Wealth Advisors, Inc.

Our goal is to help you define what you want out of your life—your personal goals and your personal definition of fulfillment. We then help you map out a journey that will get you, year-by-year, closer to those goals.

Our Mission page can tell you more about what's important to us.

We offer financial planning, retirement planning, investment planning, and tax advice services.

We help you handle all the complicated procedural issues around money. We organize everything in one place so you know exactly what you have and how it's working to move you toward your goals.

We also help you by acting as a buffer between your emotions and your investment behavior. We have seen how greed, hype, fear, despair, and pride slip right past the the rational mind and result in bizarre and self-destructive investment decisions.

We serve as an information bodyguard. With financial information constantly bombarding you, it's hard to know what relates to you.

We provide real and meaningful intelligence, perspective, wisdom, experience, and expertise. A lot of information is free, but wisdom is sold separately.

Choosing a financial planner is an important decision. We want to help you determine if we are the right company to manage your finances.

The most important thing to know about us is that we are a fee-only company, meaning that we are compensated directly and only from our clients.

To learn more about what it means to be fee-only, visit our How We Are Different page and check out our affiliations.

We're sure you have a lot of questions. Take a look at our F.A.Q. page. It answers the most common questions asked by those searching for a financial planner.

Ready to take the next step? Fill out the form on our Contact page to request information. If you’d rather call, please call us at 954.771.1313 and press extension 5 to make a phone appointment with Elizabeth for a “Get Acquainted” meeting. We would love to talk with you!

Thank you again for visiting our site. We look forward to serving you.