EMPOWERING YOUR PURPOSEFUL LIFE

GUIDING YOU THROUGH FINANCIAL CONFIDENCE AND CLARITY

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.

WE ARE A FIDUCIARY FIRM; WE ARE COMMITTED TO ALWAYS PLACE YOUR INTERESTS BEFORE OUR OWN.

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.

We provide individual services for:

  • Generational Wealth

  • Emerging Affluent

  • Women in Transition

  • Business Leaders

We have experience in:

  • Intelligent Aging

  • Life Transitions

  • Divorce Planning

  • Business Succession

WE DELIVER

Impartial advice

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.

Experienced professionals

Our team is made up of seasoned professionals focused on investment trends, business transitions, financial needs of our clients, scenario planning, and intelligent aging.

Satisfaction

The majority of our new clients come from existing clients and our professional network referrals.



OUR PROCESS

EMPOWERING YOUR PURPOSEFUL LIFE



DISCOVER

  • About You

  • About Us

  • Our Tools

  • Our Process

ANALYZE: Financial Planning

  • Financial Independence RoadMap℠

  • Multiple Scenarios designed to achieve your financial goals

  • Cash Flow and Net Worth Planning

  • Enhanced Ability to live your  desired lifestyle

ANALYZE: Investment Management

  • Globally Diversified Strategy designed to help you achieve your goals with lower volatility

  • Risk Level appropriate for your goals and disposition

  • Ongoing Tactical Adjustment

ENHANCE

  • Actively Monitor your financial progress

  • Provide Ongoing Plan Updates through life changes