SevenBridge Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SevenBridge provides investment advisory and wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. Its services include discretionary investment management, comprehensive financial planning, retirement plan advisory, business consulting, and donor-advised fund services via Schwab Charitable, with the firm also using sub‑advisors when appropriate.
The firm describes a core‑satellite, primarily long‑term approach and employs fundamental, technical, cyclical and behavioral analysis to construct portfolios using individual equities, fixed income, mutual funds, ETFs, options strategies (including puts, calls and collars), and, for some clients, alternative limited partnerships. SevenBridge acts as a fiduciary, performs ongoing due diligence and portfolio monitoring, and may introduce clients to lending solutions such as a Schwab Pledged Asset Line.
Notable about SevenBridge is its size of discretionary assets relative to its advisory team: as reported in its brochure it manages roughly $722 million on a discretionary basis with a compact team of three advisors, resulting in more than $200 million of AUM per advisor while servicing roughly 400 client relationships—an asset‑to‑advisor and client‑load profile that differs from many peers. The brochure also discloses participation on Schwab and Fidelity institutional platforms that provide in‑kind benefits, availability of donor‑advised fund management, use of third‑party proxy‑voting and class‑action recovery services, and customized use of options and alternatives in client portfolios.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee $5,000 to $25,000; Business consulting services fixed fee up to $150,000.
Up to $1,000,000 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% Above $10,000,001+: 0.80%
Fee-only: Fixed fees ranging from $5,000 to $25,000 for stand-alone financial planning services; fixed fees up to $150,000 for business consulting services, both negotiable based on complexity.
Main office
See office3401 North Front Street, Suite 301
Harrisburg PA 17110
Advisors at this office
2
Offices (2)
Most active in
Colorado · Florida · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Evan S
CFP®, Series 66
Harrisburg, PA
SevenBridge Financial Group, LLC
Evan Shiley is a CFP® with seven years of industry experience currently with SevenBridge Financial Group, LLC. His prior roles include positions at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, he serves as an assistant offensive line coach for Cedar Cliff High School football. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite, primarily long-term investment approach and manages roughly $722 million on a discretionary basis with a team of three advisors.
Charles E
Series 63, Series 65
Harrisburg, PA
SevenBridge Financial Group, LLC
Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Harrisburg, PA. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining SevenBridge in 2015, he worked at Wells Fargo Clearing for 15 years. Eberly also serves as a director of the Kenneth Bankert Foundation, a charitable organization. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach that incorporates fundamental, technical, cyclical, and behavioral analysis in portfolio construction.
Justin F
Series 65
Greenwood Village, CO
SevenBridge Financial Group, LLC
Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC in Greenwood Village, CO, holding a Series 65 designation with five years of industry experience. His prior experience includes roles at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach and employs a range of analysis techniques to construct portfolios that include equities, fixed income, mutual funds, ETFs, options strategies, and alternative investments.
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