Sterling Fox Financial Services

  • Financial Services
104 Osterville Drive
Holly Springs, NC 27540
(919) 387-6776
(919) 387-6778 (fax)
  • About

    At Sterling Fox Financial, our team of financial professionals has combined experience of over 50 years. We are proud to have been in Holly Springs for the past 17 years helping hundreds of families and small business owners in our community to reach their financial goals.

    As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

    Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

  • Whom to Contact

    • Kristin Burdier
      Branch Assistant
      Phone: (919) 387-6776
      Fax: (919) 387-6778
    • Lisa Johnson
      Client Services Manager
      Phone: (919) 387-6776
      Fax: (919) 387-6778
    • Phillip Passey, AAMS®
      Financial Advisor
      Phone: (919) 387-6776
      Fax: (919) 387-6778
    • Beth Sison
      Branch Assistant
      Phone: (919) 387-6776
      Fax: (919) 387-6778
    • Brenan Volpe
      Registered Representative
      Phone: (919) 387-6776
      Fax: (919) 387-6778
    • Robert W. Volpe, CFP®
      President
      Phone: (919) 387-6776
      Fax: (919) 387-6778
    • Joel E. Young
      Registered Representative
      Phone: (919) 387-6776
      Fax: (919) 387-6778