Stearns Financial Group - aVenture Asset Manager Research
Location
Greensboro, NC, US
Founded
1991
Stearns Financial Group is a wealth management firm based in North Carolina, offering personalized financial planning and investment management services. The firm caters to individuals, families, businesses, trusts, estates, and charitable organizations, with a focus on guiding clients towards financial confidence and clarity.
As a Registered Investment Advisor, Stearns Financial Group adheres to the fiduciary oath of the National Association of Personal Financial Advisors (NAPFA). The firm specializes in multigenerational family planning, helping establish values and create lasting legacies. They also assist business owners in protecting assets and balancing family and business interests. Stearns Financial Group has invested in Secure, a portfolio company that has raised $11 million.
Stearns Financial Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.
