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 six decades. We are proud to have been in Holly Springs for nearly 20 years helping hundreds of families and small business owners in our community to reach their financial goals.

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

  • Whom to Contact

    • Kristin Burdier
      Client Services Manager
      Phone: (919) 387-6776
      Fax: (919) 387-6778
    • Lisa Johnson
      Office Manager
      Phone: (919) 387-6776
      Fax: (919) 387-6778
    • Phillip Passey, AAMS®
      Financial Advisor
      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