Envision Wealth Partners

Stearns Financial Group, based in Greensboro, NC, is a wealth management firm dedicated to guiding individuals and families towards financial confidence and clarity. Their team helps clients illuminate and implement personalized financial goals, offering services such as financial planning, investment management, and values-based investing. Specializing in serving multigenerational families, business owners, women in motion, wealth builders, pre-retirees, and retirees, Stearns Financial Group aims to help clients build rich lives with confidence and clarity. With a focus on establishing values, planning legacies, and navigating challenging life transitions, the firm provides tailored financial solutions to meet the diverse needs of their clients.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Greensboro, NC area, John Proia will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Greensboro – open by appointment only – is here for you, serving the greater Greensboro Winston-Salem area or the Piedmont Triad, including High Point and Burlington. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.