ABOUT STEARNS FINANCIAL GROUP

We are a $1.98 billion* fiduciary financial planning firm that was established in 1991. We are committed to placing your interests before our own. As your trusted advisor, we will listen, help you identify solutions and coordinate with your tax and legal counsel to help ensure that all your decisions enhance your life vision. We provide comprehensive financial advice because we recognize life can have many detours and unexpected turns.

Stearns Financial Group provides services for multigenerational families, business owners, women in motion, wealth builders and pre-retirees and retirees. Our advisors have experience helping with intelligent aging, life transitions, divorce planning, business succession and values-based investing. Our offices in Chapel Hill and Greensboro, North Carolina, work with clients throughout the United States.

Our firm is affiliated with Hightower Advisors, a growth-focused wealth management business with a multi-custodian platform that provides operational, business, technology and human resources support. Partnering with Hightower, Stearns Financial Group offers clients high-touch, personalized wealth management services plus sophisticated investment and technology solutions.

*As of 1/23/24

MEET THE TEAM

COMMUNITY INVOLVEMENT


Stearns Financial Group is honored to support both local and national organizations that strive to enrich and aid our communities.

NORTH CAROLINA CENTRAL UNIVERSITY

North Carolina Central University is a historically black, public university located in Durham, North Carolina. Founded by Dr. James E. Shepard in affiliation with the Chautauqua movement of 1909, it was initially supported by private funds from both Northern and Southern philanthropists. In 1969, the legislature designated this a regional university and renamed it North Carolina Central University. It has been part of the University of North Carolina system since 1972 and offers programs at the baccalaureate, master’s, professional and doctoral levels.

Stearns Financial Group is proud to be the first firm to join the Wealth Management Board of Advisors for the Peggy Ward Financial Literacy Center and Wealth Management Program. The program was established in 2022 to encourage diversity in the financial advisory industry and to encourage financial literacy to under-served markets in the broader community. In addition to board membership, various team members will have the opportunity to teach classes in financial planning at the university as well as at the community level via the Financial Literacy Center.

FEEDING AMERICA

Feeding America is a nationwide network of food banks, food pantries and local meal programs working together to source food, provide financial support and advocate for policies that create long-term solutions to hunger. For each of the two years Stearns Financial Group has participated in Feeding America’s annual virtual fundraising corporate challenge, our firm has been the top fundraising team out of more than 120 advisory firms that make up Hightower Advisors. Through the generosity of our staff, we’ve provided 85,000 meals for hungry families.

BIKES FOR KIDS FOUNDATION

A longtime sponsor of the Bikes for Kids, Stearns Financial Group went a step further in November 2023 by participating for the first time in helping to build the bikes that the organization disperses. Stearns Financial Group employees helped build the last 200 of the 1,700 bikes that were given to children in Title I schools in Guilford County, North Carolina.

OTHER COMMUNITY ORGANIZATIONS WE ARE INVOLVED WITH INCLUDE:

  • Backpacks for Kids

  • Junior League

  • Women’s Resource Center of Greensboro

CONTACT US


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