Elizabeth Barrett serves as owner, president, and senior financial planner of Sterling Wealth Advisors®, Inc., a Registered Investment Adviser serving clients nationwide. She is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. She focuses her expertise on tax planning, estate planning, retirement planning, and investment management.

As a fee-only, fiduciary, and independent financial advisor, Elizabeth Barrett is never paid a commission of any kind. She has a legal obligation to provide unbiased and trustworthy financial advice.

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. 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 featured in The Miami Herald, The Sun-Sentinel, Smart Money, Forbes, Money, and Kiplinger`s Personal Finance.

Elizabeth is a member of the National Association of Personal Financial Advisors and the Centre for Fiduciary Excellence. She is active in her community, having served on the boards of The Financial Planning Association, The National Association of Women Business Owners, and The Business Advisory Council. She has also served 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. She is a devoted mom to her son, Sterling. She is also an avid reader, enjoys photography, and loves to travel. She has a passion for life and for the people who are a part of hers.