Why Sterling Fox

At Sterling Fox Financial, our team of financial professionals has combined experience of nearly a century. We are proud to be based in Holly Springs for more than 23 years.

As Financial Advisors that follow the fiduciary standard, we help hundreds of families, individuals and business owners feel confident about their financial plan.

Holly Springs-based financial firm helping families achieve financial independence.

Our purpose is to become your financial partner and help you every step of the way to reach your goals. Being independent provides us the ability to solely focus on your needs, to truly listen and avoid conflicts of interest.

Financial advisor working with a couple on their retirement strategy.
Smiling financial advisor shaking hands with a new client.
Sterling Fox Financial team collaborating on a client’s portfolio.

Our Mission


As independent advisors, we offer our clients customized strategies to help achieve financial independence. We focus solely on servicing our clients’ needs through professional advice, sound risk management, and quality investment products while acting in their best interest
at all times.

Our mission is to educate our clients, identify their short and long-term goals, put a personalized plan in place to help achieve those goals, and manage that plan through a long-term relationship of personal service.


Sterling Fox Financial office located in Holly Springs, NC.