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Sterling Wealth Advisors, Inc.

EST. AUM
$223,541,508

CONTACTS

CLIENT ACCOUNTS
348

Firm Details

Metro area Miami
CRD Number 124121
Website sterlingwealthadvisors.com
Client types

Overview

Sterling Wealth Advisors, Inc. is an independent, fee-only registered investment adviser headquartered in Plantation, Florida. Operating under a fiduciary standard, the firm provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth families, and faith-based investors. Its investment philosophy is evidence-based, grounded in academic research and Modern Portfolio Theory, and includes the use of institutional funds from Dimensional Fund Advisors as a DFA-approved firm. The firm integrates tax-efficient strategies, retirement income planning, and values-aligned portfolio construction to support long-term financial security.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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