Northbridge Financial Group, LLC logo

Northbridge Financial Group, LLC

Updated today

Client AUM

$404,873,522

Clients

482

Advisors

9

of 11 employees

About

Northbridge Financial Group is a nine-advisor team that manages about $413 million in client assets for roughly 482 individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm offers wealth management—including discretionary and non‑discretionary portfolio management—financial planning, and retirement plan advisory services designed to assist plan sponsors with ERISA fiduciary responsibilities.

The firm typically follows a primarily long‑term, goal‑based investment approach using fundamental and technical analysis to build portfolios of ETFs, mutual funds, individual equities and bonds. Northbridge also employs a broader toolkit when appropriate—stating the use of options, REITs, alternative investments and derivatives (notably within separately managed accounts) for hedging or tactical purposes consistent with client objectives.

Noteworthy for a team‑sized advisor, Northbridge sponsors a wrap‑fee program that bundles securities transaction and related custody costs into its asset‑based advisory fee, which can affect overall client costs depending on trading activity. The firm also maintains institutional relationships with custodians such as LPL, Fidelity and Schwab, and several advisory persons operate separately as registered representatives and licensed insurance professionals, creating additional implementation channels and conflicts that the firm discloses and manages.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies

Occupation focus

Executive Founder/Business Owner

Demographic focus

Mid-Career Professionals Young Professionals

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Fee options

Fixed

Fixed annual financial planning fees up to $30,000 per year charged monthly in advance

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.75% annually $4,000,001 - $5,000,000: 0.70% annually $5,000,001 - $6,000,000: 0.65% annually $6,000,001 - $7,000,000: 0.625% annually $7,000,001 - $8,000,000: 0.60% annually $8,000,001 - $9,000,000: 0.575% annually $9,000,001 - $10,000,000: 0.55% annually $10,000,001 - $15,000,000: 0.525% annually $15,000,001 - $20,000,000: 0.50% annually $20,000,001 - $25,000,000: 0.475% annually $25,000,001 - $30,000,000: 0.45% annually $30,000,001 - $35,000,000: 0.425% annually $35,000,001 - $40,000,000: 0.40% annually $40,000,001 - $45,000,000: 0.375% annually $45,000,001 - $50,000,000: 0.35% annually $50,000,001 - $55,000,000: 0.325% annually $55,000,001 - $60,000,000: 0.30% annually $60,000,001 - $65,000,000: 0.275% annually $65,000,001 - $70,000,000: 0.25% annually $70,000,001+: 0.25% annually

Commissions

Commission-based compensation earned by advisory persons in separate capacity as Registered Representatives of LPL Financial and insurance professionals; commissions do not offset advisory fees

Project-based

Hourly fees up to $250 per hour for project-based financial planning

Other

Account minimum: $250,000 Fee-only: Hourly fees up to $250/hour; fixed annual fees up to $30,000 per year (charged monthly in advance)

Main office

4300 West Cypress Street, Meridian Two Building, Suite 370

Tampa FL 33607

Advisors at this office

9

Most active in

California · Florida · Georgia · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Nathan K

CFP®, Series 66

Tampa, FL

Northbridge Financial Group, LLC

Nathan Kriplin is a CFP® professional at Northbridge Financial Group, LLC with six years of industry experience. His prior roles include positions at LPL Financial, LLC and Goldman Sachs & Co. LLC. Outside of his advisory work, he has been involved with USA Hockey. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, trusts, businesses, and retirement plans. The firm follows a primarily long-term, goal-based investment approach utilizing fundamental and technical analysis and employs a variety of investment strategies, including ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
user avatar

Zachary B

Series 66

Tampa, FL

Northbridge Financial Group, LLC

Zachary Brown is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. He briefly worked outside the financial industry at The Bungalow Restaurant & Bar. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and retirement plan advisory services using a primarily long-term, goal-based investment approach that incorporates a range of investment vehicles and tactical strategies tailored to client objectives.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
user avatar

Michael O

Series 66

Tampa, FL

Northbridge Financial Group, LLC

Michael Orecchio is a financial advisor at Northbridge Financial Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, LLC since 2014. Outside of his advisory role, he serves as a soccer referee in Florida. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, goal-based investment approach, utilizing fundamental and technical analysis to create diversified portfolios and offers wealth management, financial planning, and retirement plan advisory services.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
user avatar

Mark T

Series 63, Series 65

Tampa, FL

Northbridge Financial Group, LLC

Mark Terwilliger is a financial advisor with Northbridge Financial Group, LLC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Northbridge Financial Group since 2020 and has been affiliated with LPL Financial since 2018. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, goal-based investment approach using fundamental and technical analysis and offers wealth management, financial planning, and retirement plan advisory services.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
user avatar

Mia V

Series 65

Tampa, FL

Northbridge Financial Group, LLC

Mia Vazquez is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 license and one year of industry experience. Her work history includes roles at Sandy Morris Financial & Estate Planning Services, Florida Financial Advisors, and other positions spanning financial services and education. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, goal-based investment approach utilizing fundamental and technical analysis across diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
user avatar

Kenneth C

CFP®, Series 66

Tampa, FL

Northbridge Financial Group, LLC

Kenneth Conte is a CFP® professional with nine years of industry experience. He has worked at Northbridge Financial Group, LLC since 2020 and previously held roles at Commonwealth Financial Network and Ameriprise Financial Services. Conte also provides administrative support as a senior planning associate at Northbridge Financial Group. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term, goal-based investment approach incorporating fundamental and technical analysis to build diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
user avatar

Randy R

Series 66

Tampa, FL

Northbridge Financial Group, LLC

Randy Ramos is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Valic Financial Advisors, AGIA Inc., and LPL Financial. Outside of his advisory work, he serves as a sports and fitness coach at St. Mary's Episcopal Day School. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, goal-based investment approach using fundamental and technical analysis and offers a range of services including wealth management, financial planning, and retirement plan advisory.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
user avatar

Ellis D

CFP®, Series 66

Tampa, FL

Northbridge Financial Group, LLC

Ellis De Jesus is a CFP® and holds the Series 66 designation, with 20 years of experience in the financial industry. He has worked at Northbridge Financial Group, LLC since 2020 and has been affiliated with LPL Financial, LLC since 2015. Prior to his current roles, he had a professional connection with Roy E De Jesus DMD PA from 2014 to 2017. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and financial planning services, utilizing a primarily long-term, goal-based investment approach that includes a variety of investment vehicles and strategies tailored to client objectives.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
user avatar

Brynn A

Series 65

Tampa, FL

Northbridge Financial Group, LLC

Brynn Albers is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 designation and beginning her industry career in 2023. Her prior experience includes roles at Wells Fargo Advisors, Danielson Financial Group, and LPL Financial LLC. Northbridge Financial Group is a nine-advisor team managing approximately $413 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, goal-based investment approach using fundamental and technical analysis across various asset classes, with additional strategies such as options and alternative investments utilized when appropriate.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Young Professionals
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