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.Our team is made up of seasoned professionals focused on investment trends, business transitions, financial needs of our clients, scenario planning, and intelligent aging.
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.Our team is made up of seasoned professionals focused on investment trends, business transitions, financial needs of our clients, scenario planning, and intelligent aging.
Services
Stearns Financial Group (SFG) is registered with Hightower Advisors, LLC, a registered investment advisor with the SEC. Advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable.
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 has a full corporate commitment to the fiduciary oath to our fiduciary duty and the belief that our clients' needs come first.
We believe it is important to understand your priorities and dreams so we can create the most ideal financial blueprint moving forward. It's difficult to plan for the future if you don't know where you are today. This means organizing your financial matters, prioritizing your needs and defining your true risk tolerance.
Is interested in transferring both their values and their valuables to the next generation (planning for transfer of wealth from one generation to another). Has created wealth and corresponding complexities/opportunity through business ownership (planning for the orderly transfer of the business to new ownership with corresponding exit compensation based on the value of the business enterprise).
Each client has a strong personal relationship with one or more senior advisors. Our advisors lead teams with areas of experience which are dictated by each client's need. Our clients are at various stages of their lives. Most have $2 to over $30 million in total assets with typically $1 million or more in investable assets.
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