Our experienced team of wealth managers provides you with creative solutions to help you achieve your life goals. Whether you need a comprehensive wealth management plan or our assistance in a specific area of your finances, Stearns Financial Group has customized solutions designed to build financial confidence as we protect and grow your wealth.
We work in partnership with our clients to create an investment strategy based on careful research and a disciplined process.
Stearns Financial Group takes a long-term investment approach, emphasizing asset allocation strategies and diversification as a means of reducing risk. Our deep research and analysis allows us to be patient yet flexible while helping to avoid emotional or irrational decisions that often lead to investing mistakes.
When life changes (both expectedly & unexpectedly) and new alternatives need to be considered, Stearns Financial Group works with you to help you make confident decisions. Some of the life transitions that necessitate a planning do-over are retirement, divorce, the loss of a spouse and change of career, as well as inheritances.