Helping Clients Achieve Financial Independence

Educate – Personalize – Manage

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Do You Struggle With…

Sterling Fox Financial office located in Holly Springs, NC.
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The fear of running out of money during retirement?

The complexity of managing your financial plan?

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Managing the emotions of market volatility?

Financially navigating a significant life event?

Our Team Can Help

Financial advisor in Holly Springs, NC, discussing investment strategies with a client.
Advisor and client reviewing estate planning documents at Sterling Fox Financial.
Investment management consultation at Sterling Fox Financial.
Couple discussing long-term financial goals with a fiduciary advisor.
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Create a financial plan to monitor your journey.

Reduce complexity through education, simplification, and consolidation.

Navigate the financial noise so you can be proactive vs reactive.

Monitor and adjust your plan as needed, especially after an unexpected life event.

3 Simple Steps for
Our Advisory Process

  • Every client’s story is different. We listen first to determine YOUR dreams and goals.

  • We develop a personalized plan to address your dreams and goals.

  • We actively manage your plan…so you don’t have to.

Personalized financial planning session at Sterling Fox Financial.

How We Can Serve

  • Complimentary Portfolio Review

  • Financial & Retirement Planning

  • Investment Management

  • Insurance

  • College Planning

  • Estate and Legacy Planning

  • Multi-Generational Planning

  • Tax Planning

  • Small Business Retirement Plans

  • Employer Retirement Plan Analysis

  • Banking & Lending Solutions

  • Charitable Giving

Learn More
Sterling Fox Financial team proudly serving the Holly Springs, NC community.

Kind Words

What questions should I ask as I plan for retirement?

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