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Robert Benjamin Seiden

Advisor at Stonebridge Financial Group, LLC — Wormleysburg, PA

Updated today

Credentials

Series 66

Experience

14 years

Location

Wormleysburg, PA 17043

Stonebridge Financial Group, LLC logo

Stonebridge Financial Group, LLC

Team

Total advisors

25

Across 2 offices

Clients per advisor

51 Typical

Avg AUM per client

$1,265,880 Typical

HNW client ratio

30% Typical

About

Robert Seiden is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked previously at Triad Advisors, WhiteCliff Wealth Management, and BCG Securities. In addition to his advisory role, Seiden is the founder and CEO of Strongbox Networks LLC, a technology company focused on reducing unclaimed beneficiary funds. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored investment advice using various strategies and maintains a notable retirement-plan consulting practice.

Client services

Based on Stonebridge Financial Group, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Stonebridge Financial Group, LLC

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Stonebridge Financial Group, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for longer-term consulting projects range from $3,000 to $5,000 per project; Retirement Plans under $800,000 charged a flat fee of $4,000.

Percentage

up to 2.00% annually

Project-based

Hourly fees range from $250 - $350 per hour.

Other

Fee-only: Hourly fees range from $250 - $350 per hour, with an initial planning fee minimum of $5,000; Fixed fees for consulting projects range from $3,000 to $5,000 per project.

Location

See office

Wormleysburg, PA

602 North Front Street

Wormleysburg PA 17043

Advisors at this office

23

Most active in

Pennsylvania

Work history

14 years of industry experience

Private Client Services

2025 - Present • 1 year

Wormleysburg, PA

Stonebridge Financial Group, LLC

2024 - Present • 2 years

Wormleysburg, PA

Triad Advisors

2018 - 2023 • 5 years

Norcross, GA

Triad Hybrid Solutions

2018 - 2023 • 5 years

Norcross, GA

WhiteCliff Wealth Management

2017 - Present • 9 years

Doylestown, PA

Great Valley Advisor Group

2017 - 2018 • 1 year

Doylestown, PA

LPL Financial, llc

2017 - 2018 • 1 year

Doylestown, PA

BCG Securities

2015 - 2017 • 2 years

Cherry Hill, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John R

Series 63, Series 65

Harrisburg, PA

Richards Financial

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Concentrated stock management Options & derivatives strategies
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Jeffrey Y

Lemoyne, PA

Yoffe Investment Management, LLC

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Wealth management Charitable giving & philanthropy
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Jeffrey S

CFP®, Series 63, Series 65

Camp Hill, PA

Mercantile Advisors, LLC

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Private / alternative investments Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
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Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 designations. Canfield has worked at LPL Financial and has served on the board of directors for the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services, including portfolio management for institutional clients. The firm combines third-party model portfolios with in-house oversight and offers public seminars to educate the community about investments and its services.

General retirement planning Income planning General tax planning Retirement withdrawal strategies
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Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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