About My Practice
Sterling Wealth Advisors is a fee-only financial advisory firm specializing in holistic financial planning. Fee-Only means that we provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase/sale of products. Our clients range from moderate to wealthy. We integrate all the financial areas in your life, including tax planning/preparation, estate planning, will execution, insurance and investment advice and implementation into one overall comprehensive plan. Because we consider financial planning a process rather than a one time review, our annual fee allows you to call us or come see us at any time during the year, in addition to your scheduled appointments, at no extra cost. We also believe in educating our clients and provide materials and lead client seminars for this purpose. -Consumers may request an informational packet and/or schedule a free initial consultation. -Visit our website at www.sterlingwealthadvisors.com
Elizabeth serves as owner, president, and senior financial planner of Sterling Wealth Advisors, a registered investment advisor. She is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary® designee. She focuses her expertise in the areas of tax planning, estate planning, retirement planning, and investment management. Her insights have led her to become a requested speaker for seminars, workshops, and radio programs and to be interviewed by financial magazines. She has been quoted in The Miami Herald, The Sun-Sentinel, Smart Money, Forbes, Money, and Kiplinger's Personal Finance.
Elizabeth holds a master’s degree in counseling psychology. Because of her extensive training in this area, she has the unique advantage of helping her clients understand their personal psychological beliefs regarding wealth, which often impact the way they attain their financial goals.
Elizabeth is a member of the National Association of Tax Professionals and the Financial Planning Association.
Elizabeth is very active in her community, having served on the board of The Financial Planning Association, The National Association of Women Business Owners, and The Business Advisory Council and as a diplomat at The Tower Club in Ft. Lauderdale.
Elizabeth prides herself on maintaining close client relationships. Her practice has grown primarily through referrals of current clients.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Investment Fiduciary® (AIF®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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