With more than 90 years of combined experience, Stern & Heatwole Financial Group is dedicated to building long-term relationships with both individuals and businesses through quality work and personal service. Our philosophy is based on long-term investing, diversification, and client education.
We Believe that an Educated Consumer is our Best Client.
Welcome to Stern & Heatwole Financial Group.
Our page gives you access to tools to assist you with your financial decisions. We encourage you to explore and learn more about the service we provide.
As always, feel free to call, email, or schedule an appointment!
Stern & Heatwole Financial Group is a close-knit team of unique individuals. Although our ages, backgrounds, and interests vary, our dedication to our clients is the same!
Partner with an expert.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial profile and creating a long-term plan customized to your needs.
Create a comprehensive plan.
By exploring every aspect in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.
Support your financial goals.
As we identify your goals, we work to help simplify the complexities of your financial profile. Together, we focus on managing your wealth in a systematic way for the long term.