Don’t place your wealth in the hands of a financial planner who is receiving commissions, referral fees, or compensation from other sources.

Get peace of mind knowing you’re working with a fee-only wealth advisor you can trust.

We are paid only by our clients. We are committed to acting as a fiduciary, meaning that by law we must act in your best interest. The result? Unbiased financial advice you can trust. 

To learn more about the fiduciary difference, watch this video.

Grow Your Wealth

Elizabeth Barrett, MA, CFP®, AIF®

Elizabeth serves as CEO and Senior Wealth Advisor of Sterling Wealth Advisors®. 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. 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 prides herself on maintaining close client relationships. She has a passion for life and for the people who are part of hers.

Learn More About Elizabeth   Meet Our Team

Our Process

01. Get-Acquainted Call

This 30-minute call will give us a chance to explain our process, and it will give you a chance to ask questions. If we’re not a good fit for each other, we will provide you with referrals.

02. Presentation Meeting

This two- to three-hour meeting covers cash-flow maximization, tax-reduction strategies, retirement planning, an insurance review, account titling, estate planning, asset protection, investment recommendations, and more.

03. Onboarding

We make working with Sterling Wealth Advisors® easy by opening your accounts for you with proper titling, then initiating and tracking your transfers. We then proactively schedule review meetings with you to discuss your progress toward achieving your goals as well as time-sensitive financial strategies.

Schedule Your Get-Acquainted Call

Current Clients

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