EXCEPTIONAL ADVISORS ALWAYS LOOKING OUT FOR YOU
We’re here to help you navigate life and make confident financial decisions. We understand that life can offer many challenges, and we will be there to provide you with open, honest guidance throughout your life journey.
Stearns Financial provides peace of mind and award-winning service.
Fee-only (no hidden sales agendas) Wealth Management
Stearns Financial is one of only a handful of independent Registered Investment Advisors in North Carolina that has a full corporate commitment to the fiduciary oath of the National Association of Personal Financial Advisors (NAPFA). NAPFA has pioneered a set of standards of advisor education, training, and method of practice that truly serve the public interest, emphasizing true objectivity, in-depth planning, and broad training and experience.
We work with clients throughout the U.S. and overseas. Our offices are conveniently located in Chapel Hill and Greensboro, North Carolina.
In-depth Financial Planning using a Multi-scenario Approach
As one of the leading scenario experts in the country, we provide comprehensive financial planning because we recognize life can have many detours and unexpected turns.
Proactive Investment Management Services
Our forward-thinking services have enabled individuals, closely held businesses and foundations to enjoy the good times as well as the challenging times to come.
Common Sense, Intelligent Advice
Common sense has been not-so-common in the financial services industry in recent decades. We believe common sense is our greatest strength. Our professionals maintain advanced degrees and credentials including CERTIFIED FINANCIAL PLANNER™(CFP®) professional, CHARTERED FINANCIAL ANALYST (CFA), CERTIFIED PUBLIC ACCOUNTANT(CPA), MASTERS IN BUSINESS ADMINISTRATION (MBA), CHARTERED DIVORCE FINANCIAL ANALYST (CDFA) and REGISTERED FINANCIAL GERONTOLOGIST (RFG).