As my financial advisor, Jonathan Stearns has handled my personal investments as well as the retirement plan for my business for several years now. I rely on his expert advice and sound judgment. His approach is to assess your financial objectives and find excellent, high quality choices for your portfolio. He then periodically reviews and systematically monitors your investments.

I am confident when I refer Jonathan to my clients and friends. He does a truly outstanding and professional job.

Donald Tripp
President

Dudley & Borland
Insurance Agency

 

The Company

Stearns Wealth Management, LLC is the independent fee based private wealth management firm in Brookline Massachusetts. Stearns Wealth Management LLC was founded on the principals of honesty, experience, independence, and trust. We understand that regardless of age, affluent business owners, executives, retirees, and their families require expert advice and strategic guidance to prepare for the future. As a firm, our number one goal is to provide our clients with the advice and solutions required to help them work towards achieving their financial goals and dreams. Our in depth understanding of our clients’ needs and our desire to build long-term relationships built on trust is what sets Stearns Wealth Management LLC apart.

For additional information or to schedule a consultation please call 617-731-1099 or email stearnswealthmanagement@lpl.com

Jonathan R. Stearns, President

Mr. Stearns founded Stearns Wealth Management LLC, and currently serves as the firm’s President. Mr. Stearns has over ten years of financial and insurance services experience. Prior to founding Stearns Wealth Management LLC, Jonathan opened and managed the Brookline office of a multi-national investment management company. Mr. Stearns is a very active business owner and resident within the Brookline community. He is the Chairman of the Brookline Chamber of Commerce. Jonathan is also active in a number of local non-profit organizations that help support the greater good of the local community.

Mr. Stearns is a graduate of the Business School at Northeastern University where he earned a degree in Finance and Investment Management. He currently holds his series 7, 24, 63, and 66 securities licenses and is life and health insurance licensed. Mr. Stearns is a Registered Principal, and Investment Advisor Representative. He is currently pursuing his CFP and AAMS professional designations.

Jonathan has been married for 7 years to his best friend and high school sweet heart, and is the proud father of their newborn baby Elizabeth Jacelyn. Jonathan, Leah and Elizabeth currently reside in Chestnut Hill, MA.

In 2011 Stearns Wealth Management, LLC was recognized by Boston Magazine in their annual wealth manager ranking based on overall customer satisfaction.
 
 
 

     
 

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