Stonebridge Financial Group

Wealth Management Firm in Dauphin County, PA

Firm Info
Address: 602 N Front St, Wormleysburg, PA 17043, USA
Phone: (717) 736-7007

Firm Size
Assets Under Management: $365.1 million
# of Advisors: 3
# of Clients: 257
Client to Advisor Ratio: 86:1
Average Account Size: $1.4 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Stonebridge Financial Group Overview

Stonebridge Financial Group is a registered investment advisory firm that provides investment advice to individuals and small businesses. Since their establishment in 2017, the firm has been offering portfolio management services and pension consulting services to its clients. Stonebridge operates on a fee-based arrangement, ensuring that their interests align with their clients' financial goals. As a Michigan-based firm headquartered in Grand Rapids, Stonebridge Financial Group prides itself on providing personalized investment strategies for each of its clients. With a focus on offering investment advice only, the firm's philosophy is geared towards delivering excellence and unbiased investment guidance. Stonebridge Financial Group has built a reputation for delivering top-quality services to its clients, thanks to its team of skilled advisors who have years of experience in the financial sector. The firm's portfolio management services cater to the specific needs of small businesses and individuals, ensuring that every client's investment goals are customized to their unique circumstances. In addition to its portfolio management services, Stonebridge Financial Group offers pension consulting services to help businesses navigate the complexities of managing their employee's retirement investment plan. With a client-focused approach, Stonebridge Financial Group goes above and beyond to ensure each client receives a customized investment solution tailored to their needs and financial goals.

Stonebridge Financial Group caters to a diverse clientele, including individuals, high net worth individuals, and pension or profit sharing plans. Their services are tailored to meet the unique financial needs of each client, regardless of their profile or level of wealth. They work closely with their clients to understand their financial goals, risk tolerance, and investment preferences to develop customized strategies that align with their objectives. With an unwavering commitment to their clients' financial success, Stonebridge Financial Group leverages their vast expertise and resources to deliver unparalleled financial advisory services. In terms of fee structures, Stonebridge Financial Group offers various options depending on the nature and scope of the service. One of the most common fee structures available is the percentage of AUM (assets under management), which is calculated as a percentage of the value of the assets managed by the firm on behalf of the client. Other fee structures may include hourly rates, flat fees, or a combination of several models. The firm strives to maintain transparency and fully discloses all fees and charges associated with their services, ensuring complete clarity and accountability throughout the engagement. They believe that transparent fee structures are critical to fostering strong relationships with their clients and ensuring their long-term financial success.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Stonebridge Financial Group does not mention anything about an investment minimum. It is possible that they do not have any investment minimums but it is advised to contact the firm directly to inquire about their investment requirements.

How This Office Can Help Dauphin County, PA Residents

Stonebridge Financial Group is dedicated to providing personalized financial planning and investment advice to individuals in Dauphin County, PA. The team of financial experts understand that every client has unique financial situations and needs. Stonebridge Financial Group works with clients to establish a comprehensive strategy that is tailored to their specific financial goals and risk tolerance. Living in Dauphin County, PA, individuals may face a variety of financial situations. For example, someone living in the area may be preparing for retirement and need guidance on investment planning and long-term wealth management. Others may be looking for assistance with debt management or college savings planning for their children. Whatever the case may be, Stonebridge Financial Group has the expertise and experience to provide clients with the guidance and support they need to reach their financial goals. Their mission is to help clients achieve financial success and security by providing reliable and personalized financial advice.

To view the Minimum Investment and Fee Schedule for Stonebridge Financial Group, visit their Part 2 Brochure.

Services Offered by Stonebridge Financial Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Stonebridge Financial Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 602 N Front St, Wormleysburg, PA 17043, USA
Phone (717) 736-7007
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3300 BURTON SE, SUITE 103, GRAND RAPIDS, MI 49546, United States

This firm has no other locations.

State Registrations

Stonebridge Financial Group is registered to service clients in the following states:

  • Illinois
  • Michigan
  • Nebraska
  • Texas

Disciplinary History

Stonebridge Financial Group does not have any disclosures. Please visit it's Form ADV for more details.