Sterling Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sterling Wealth Advisors serves individuals, high‑net‑worth clients, trusts, estates and retirement plans, offering discretionary investment management together with comprehensive financial planning as well as stand‑alone planning and consulting engagements. It operates on a fee‑only basis and provides both ongoing advisory relationships and shorter project retainers or financial overviews tailored to client circumstances.
The firm implements customized, discretionary portfolios using no‑load mutual funds, ETFs, fixed income and U.S. government securities and employs both long‑ and short‑term purchase strategies with ongoing monitoring and rebalancing. For certain workplace retirement accounts it uses an order management system to access and manage plan investments without collecting client custodial credentials and asks clients to maintain an active access link so trades can be executed.
Sterling manages over $200 million of client assets with a small advisor team and a relatively limited client roster, producing a concentrated, higher‑AUM‑per‑client practice that may differ in service cadence and engagement terms from more retail‑oriented advisers. The firm discloses assistance with pledged‑asset loans as a liquidity option, maintains a succession agreement with another registered adviser to reduce service disruption risk, and leaves proxy voting decisions to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
Financial Overview: $3,000 to $25,000; Consulting Project/Retainer: $5,000 to $40,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$350 per hour for additional services not included in planning or advisory
Account minimum: $400,000 Minimum fee: $6,000 annually for investment advisory services only; $17,000 annually for combined financial planning and investment advisory services Fee-only: Fee-only basis for all advisory and planning services; no commissions accepted
Main office
8201 Peters Road, Suite 1000
Plantation FL 33324, United States
Most active in
Florida · North Carolina · Tennessee · Texas
Also doing business as
Cambridge Tax & Financial Consultants · Cambridge Tax & Financial Consultants, Inc. · Sterling Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Elizabeth B
CFP®, Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Elizabeth Barrett is a CFP® professional with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. for 30 years. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside comprehensive financial planning and consulting. Sterling Wealth Advisors manages over $200 million in client assets with a small team, implementing customized portfolios using no-load mutual funds, ETFs, fixed income, and government securities.
Sterling B
Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Lowes' Food and attended Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary investment management along with comprehensive financial planning and consulting services. The firm manages over $200 million in client assets through customized portfolios using no-load mutual funds, ETFs, fixed income, and U.S. government securities.
Leah J
Series 65
Columbia, TN
Sterling Wealth Advisors, Inc.
Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.
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