Stearns Financial Group (SFG) is a fee-only wealth management firm and investment advisor based in Greensboro, North Carolina with clients around the U.S. and Canada. Our clients appreciate a passion for excellence and enjoy working with experienced advisors who are both pro-active and responsive to their needs.
SFG's advisors are knowledgeable and are dedicated to lifelong learning. They are regularly asked to participate in industry think tanks, lead workshops on best practices in financial planning and investment management, speak at regional and national conferences and contribute to leading financial magazines, newspapers and other publications.
Our professionals have advanced credentials including the Certified Financial Planner (CFP®) designation, the Chartered Financial Analyst (CFA) designation, Certified Public Accountant (CPA), Masters in Business Administration (MBA) and Registered Financial Gerontologist (RFG).
Stearns Financial is one of only a handful of financial services companies in North Carolina that has a full corporate commitment to the fiduciary oath of the National Association of Personal Financial Advisors (NAPFA). NAPFA has pioneered a set of standards of advisor education, training, and method of practice that truly serve the public interest, emphasizing objectivity, comprehensive planning, and broad training and experience.
SFG has created a high benchmark for successful wealth management. We offer comprehensive financial planning and investment management services to individuals, closely held businesses and foundations.
SFG's Chapel Hill office partnered with Walker Lambe Rhudy Costley & Gill, PLLC, on June 2, 2015, to present "The Women's Asset Protection and Estate Planning Survival Kit," a program designed to assist women with these important financial tasks. Nearly 100 participants attended the event, held at the Umstead Hotel and Spa in Cary, NC.
Dennis Stearns recently spoke at the prestigious NorCal Conference in San Francisco on economic trends: his talk was called "Bubbles and Golden Ages." Two former White House economic advisors, one Democrat and one Republican, also spoke: Christina Romer, former Chair of the Council of Economic Advisors and co-director of the Monetary Economic program at the National Bureau of Economic Research; and Liz Ann Sonders, Schwab Chief Investment Strategist, named "one of the 25 most powerful women in finance" by American Banker and best strategist of the year by Kiplinger. See our most recent Poolside Chat (Economic Update #162) for details on the key takeaways from the discussion.
Financial Planning Associate, Tara Maxwell, recently attended the eMoney Conference in Carlsbad, CA, to learn about new tools and services on the horizon for clients and advisors.
Back by Popular Demand: SFG and John Nelson will be presenting a What Color is Your Parachute? Retirement Retreat on Saturday, March 21, from 9 AM-4 PM in Greensboro, similar to the presentation offered last year in Chapel Hill. Contact Libby Stafford for details or to reserve your seat. _____________________________
Lunch & Learn 2015: Boom or Gloom? Dennis Stearns, Jim McKee and John Thomas provided an economic update for clients and professional advisors on January 23, 2014 at our Greensboro location. We had a full room and lively participation for this event. _____________________________
2015: Boom or Gloom? Dennis Stearns again kicked off the American Association of Individual Investors Triangle Chapter Meeting on January 10, 2015, looking at the coming year.
Sherry McKinney, CFP®, CPA, will present "Get it Together" at River Landing senior living community on January 15, 2015. Sherry will discuss how to organize your records so you family is relieved of this burden. The seminar is based on the book of the same title by Melanie Cullen. Contact our office for details. Sherry gave this presentation at Abbotswood this past summer, and she and other SFG advisors are available to speak on this topic to civic groups and associations. Pam Stearns speaks at Bennett College Pam Stearns, CPA, spoke on Women and Investing recently at Bennett College, where the college and Morgan Stanley presented From Washington Street to Wall Street, touting Bennett as a business and entrepreneurship destination. Pam's topics included the power of planning over all phases of a woman's life, taking transition challenges head-on, investigating mistakes, raising money-smart kids, helping aging parents and estate and legacy planning. The 90-minute presentation was so popular that Pam was asked to stay for another hour afterwards for an extended Q&A session. "Putting More Gold in the Golden Years," an SFG exclusive webinar and teleconference using information from the two-year FWAC study, was released in June 2014. Clients may access the webinar from our website.
Dennis Stearns, CFP®, spoke at the prestigious FPA NorCal Conference in San Francisco on "Financial Planning for the Risk-Averse." The presentation discussed the top 10 risks for risk-averse clients in their financial planning and investment management. Haleh Moddasser, CPA, spoke on "Senior Living Trends" at events in Chapel Hill, NC, sponsored by Blackman & Sloop, CPAs. Presentations centered on the evolving landscape of retirement communities, aging in place and the wellness movement. Haleh and other SFG advisors are available to speak on this topic to civic groups and associations.Stearns Financial Group has been selected by the Financial Times as one of their "Top 300" Registered Investment Advisors for 2014. From the Financial Times: "Our top RIAs have a dedication to helping their clients build a sound financial future. This recognition speaks to their unique combination of insight, integrity and client focus - qualities that set a standard of excellence for our industry."
Dennis Stearns, CFP®,was a featured speaker at the May 2013 Financial Planning Association NorCalrate scenarios, our current budget deficit and future budget forecasts and behavioral finance landmines for investors and business executives have been summarized for our clients in our recent Poolside Chats and our Special Report on the Bond Market. Dennis Stearns, CFP®,was interviewed by numerous publications and media on Fiscal Cliff scenarios. An NPR affiliate ran a long radio interview with Dennis that integrated political scenarios with the powerful Super Trend effects on economic growth and future fiscal deficits. Stearns Financial's special report on political scenarios was highlighted in a North Carolina Technology Association political briefing. Haleh Moddasser, CPA(Vice President - SFG Chapel Hill office), Sherry McKinney, CPA, CFP®, (SFG Financial Planning Manager) and Pam Stearns, CPA (SFG Director of Financial Focus for Women) will be presenting quarterly workshops for women in 2013 with topics including the economy, investing, raising money smart kids and dealing with numerous aging challenges. Workshops will be held in the Triad and Triangle areas of North Carolina, but session materials are available to our clients, along with personal consultations, and to our clients around the country and overseas.
In the "truth is sometimes stranger than fiction" category, Dennis' advice on the risks of lending money to friends from a CNBC interview was featured in a gobankingrates.com article on why Charlie Sheen should not have lent money to Lindsay Lohan to pay her back taxes. Dennis outlined for CNBC the three types of borrowing friends: grounded, accident prone and maladjusted, and how strategies around lending to each might be different. Meet Libby Stafford, Director of Wow. Our latest team addition is Libby Stafford rejoining our team after a five year absence in a newly created position called the Director of Wow. Libby's focus will be on areas of financial and estate planning where we can help clients be pro-active and even "pre-active," anticipating problems in advance and having good scenario action plans already worked out. She will also be helping our clients and advisory team handle many "bolt from the blue" client conundrums, including intelligent aging resources and career and life reinvention.
1450 Raleigh Road, Suite 105 | Chapel Hill, NC 27517 | Telephone: (919) 636-3634