Sterling Wealth Advisors Acquires David N. Shirey, CPA

By: Michael Goodwin
| Published 04/05/2019

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THE WOODLANDS, TX -- Sterling Wealth Advisors announced today that it has successfully completed the acquisition of David N. Shirey, CPA, a financial services firm located in Houston Texas.

“This is a very big day for our firm,” said Founding Partner, Gordon Menard. “This acquisition fits perfectly in our three-year strategic growth strategy and our desire to have a bigger footprint in the Houston area.”

“We had several options before us,” stated David Shirey, CPA, “but in the end we believed Sterling Wealth Advisors was the perfect firm to hand off our clients to. Sterling exhibits the same amount of care to its clients that I have while building my practice for the past 23 years.”

“Integrating any two firms is a difficult task, but extremely important given the personal relationships present in the financial advisory profession, stated Founding Partner, Michael Goodwin. “We believe the types of relationships David has developed with his clients mirror those we have with our client base. The dedication, care and desire to help his clients succeed will continue under Sterling Wealth Advisors.”

“We look forward to personally meeting with each of David’s clients over the upcoming months and to their successful transition to the Sterling family,” added Mr. Menard.

Sterling Wealth Advisors is a Financial Planning and Wealth Management firm located in The Woodlands, Texas. They can be reached via telephone at 281.719.5629 or you can find them on the web at www.sterlingwealthadvisorstx.com.

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