Stearns Financial Group

  • Banking & Finance
  • Entrepreneurial Services
1450 Raleigh Road
Suite 105
Chapel Hill, NC 27517
(828) 242-6239
  • About

    Stearns Financial is a fee-only investment management and financial planning firm with offices in Chapel Hill and Greensboro, North Carolina. They have individual, corporate and endowment clients around the U.S. and many overseas. Stearns Financial has won many awards in their field and has been called ?one of the leading scenario planning experts in the financial industry? by the Financial Planning Association. They are regularly quoted in publications including the Wall Street Journal, NY Times, Kiplinger?s Finance and the Journal of Financial Planning. Stearns Financial is a Vistage International ?trusted advisor? and is a corporate member of the National Association of Personal Financial Advisors (NAPFA), the member organization for fee-only firms.

    Stearns Financial is a research intensive firm and has participated in a number of research projects and think tanks on globalization, technology accelerators and the global age wave. They use the research to inform their decisions around investment planning as well as financial, business and career advice for their clients. Their professional team includes CPAs, CFAs, CFPs and many financial specialists with advanced degrees and multiple designations, as well as several divorce specialists and a financial gerontologist. More information at

  • Whom to Contact

    • Scott Bierman
      Wealth Management Advisor
    • Dax Dixson
      Wealth Management Advisor
    • Sarah Mc Clintock
      Executive Assistant
    • Michael Russ
    • Dennis Stearns
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