Stearns Financial is an investment management firm that understands wealth management is more than protecting and growing your wealth – it is a vehicle to help you achieve your life goals. We can help you clarify and implement your goals, so you get the most from life.
As your trusted confidante, 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.
Women in Transition
Our financial advice is based solely on each client’s goals and objectives. We are a fee-only group and do not make a commission on any of our financial suggestions. Our sole interest is our clients’ success.
Our team is made up of seasoned professionals focused on investment trends, business transitions, financial needs of our clients, scenario planning, and intelligent aging.
The majority of our new clients come from existing clients and our professional network referrals.