Stearns Financial Group

Empowering Your Purposeful Life

Stearns Financial Group is a fiduciary wealth management firm headquartered in North Carolina. Founded in 1991, we guide individuals and families towards financial confidence and clarity. We partner with you to illuminate and implement your personalized financial goals, ensuring you achieve the life you envision.

Who we are

Our team of experienced financial professionals is passionate about understanding your unique needs and aspirations. We are dedicated to building lasting relationships, offering personalized guidance and comprehensive solutions tailored to your specific circumstances.

Our Values

Our values guide us in every interaction. We uphold:

• Integrity: We prioritize honesty and transparency in all our endeavors.
• Client-centricity: Your needs and goals are at the heart of everything we do.
• Professionalism: We maintain the highest ethical standards and expertise in our field.
• Collaboration: We work with you as partners, empowering you to make informed decisions.

Our Services

We offer a comprehensive array of wealth management services, including:

• Financial Planning: Establishing financial goals, budgeting, and asset allocation strategies.
• Investment Management: Customized portfolio construction and ongoing monitoring and review.
• Values-Based Investing: Integrating your personal values and beliefs with your investments.
• Business Planning Services: Guidance on succession planning, valuation, and financial strategies for business owners.

Who We Serve

We work with individuals and families at various stages of life, including:

• Multigenerational Families: Establishing financial plans for families across generations.
• Business Owners: Protecting assets, balancing business and personal finances.
• Women in Motion: Planning for financial independence and legacy building.
• Wealth Builders: Building and preserving wealth with confidence.
• Pre-Retirees and Retirees: Planning for a secure and fulfilling post-career life.

Our Commitment

At Stearns Financial Group, we are committed to becoming your trusted advisor and partner in achieving financial success. We will work alongside you, empowering you to make informed financial decisions and secure your future.