Stearns Financial Group
Financial Advising
Why pick this one
Stearns Financial Group offers investment, tax, estate, retirement, and financial planning in Greensboro using scenario-based Financial Independence Roadmap™ planning.
Best for
- High-net-worth individuals and families needing coordinated wealth management
- Clients planning for retirement, major life transitions, or legacy goals
- Families needing investment management integrated with tax and estate strategies
- Clients seeking scenario planning for multiple financial pathways
- Families coordinating financial planning for adult children with special needs
Look elsewhere if
- People seeking only a basic one-time financial transaction rather than ongoing planning and investment management
Specialties
- scenario-based Financial Independence Roadmap™ planning
- investment management
- tax planning
- estate planning
- retirement planning
- insurance and risk management
- family office services
- banking services
Certifications
- CFP®
- CFA
- ChFC®
- CEPA®
- CPA
- PFS
- CGMA
- CDFA®
- CAP®
What makes them different
- Serves high-net-worth individuals and families
- Uses the Financial Independence Roadmap™ with scenario planning to map multiple potential pathways
- Integrates investment management with tax-aware strategies
- States a fiduciary commitment to put clients first
- Greensboro team includes advisors holding CFP®, CFA, CPA, ChFC®, CEPA®, and other designations
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 1414 Raleigh Rd Ste 110, Chapel Hill, NC 27517-8834
- Phone
- 19196363634
- Website
- https://stearnsfinancial.com
Services
- financial planning
- investment management
- tax planning
- estate planning
- retirement planning
- insurance and risk management
- family office services
- banking services