A complete list of active advisors currently associated with Northbridge Financial Group, LLC

Warmer can help you find a great advisor at Northbridge Financial Group, LLC or one who fits your needs even better.

Northbridge Financial Group is a team-based SEC-registered investment adviser that manages about $413 million for roughly 482 clients through a staff of eight advisors. The firm provides wealth management, discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, businesses, and employer-sponsored retirement plans. Portfolios are constructed using ETFs, diversified mutual funds, individual stocks and bonds and are intended to be primarily long-term, with tactical rebalancing or shorter-term trades as needed; Northbridge’s due diligence process supports selection and monitoring of holdings. The firm may employ options and other derivatives, and explicitly uses derivatives within separately managed accounts for hedging or strategy implementation, and it combines transaction costs into a bundled, wrap-fee management option rather than charging per-trade commissions. Compared with many peer teams, Northbridge sponsors its own wrap fee program that bundles execution costs into an asset‑based fee and discloses the inclusion of covered transaction costs as part of its wealth management service. The firm also emphasizes retirement-plan work—offering IPS design, participant education, ERISA 3(21) investment oversight and other plan services—and maintains a team with credentials and experience targeted to retirement-plan consulting in addition to individual wealth management.

To learn more about the advisors currently working at Northbridge Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.