STERLING WEALTH ADVISORS, INC.
SEC RegisteredComprehensive Financial Planning & Wealth Management
About the firm
Sterling Wealth Advisors®, Inc. is a fee-only wealth advisory firm committed to acting as a fiduciary, meaning they are paid only by their clients and are required by law to act in clients' best interests. The firm offers simple, objective financial advice to help clients steward their resources with confidence and live generously.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning, tax planning, investment counseling, and retirement planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 30 | $15M |
| High Net Worth Individuals | 50 | $209M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STERLING WEALTH ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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