Starling Wealth Management LLC of Summerfield

Starling Wealth Management LLC of Summerfield is a Wealth Management firm in Summerfield, NC. The practice provides Retirement Income Planning, Investment Advisory, Brokerage, Life Insurance, Long‑Term Care Insurance, and Securities‑Based Lending to individuals and families seeking comprehensive financial guidance. With more than 25 years of investment experience and a career that began in 1999, the advisor serves clients across North Carolina and additional states including California, Florida, Georgia, Hawaii, Oklahoma, Texas, Virginia and Washington. The firm holds a 5.00 rating from its reviewers.

The advisor emphasizes a client‑centric process that begins with active listening and a detailed discovery phase, ensuring each plan reflects the client’s unique goals. Drawing on the extensive resources of LPL Financial, the practice treats investments as tools to help clients achieve their aspirations and secure meaningful lives. Professional designations include the Retirement Income Certified Professional (RICP) earned in 2022 and the Certified Plan Fiduciary Advisor (CPFA), underscoring a commitment to specialized knowledge in retirement and plan management. The advisor’s background includes tenure at Legg Mason Wood Walker and a long‑standing dedication to guiding clients through multiple market cycles.

Starling Wealth Management leverages deep experience and a personalized approach to help Summerfield residents and surrounding communities build and protect their financial futures.