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 services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans, and businesses. Services described in the brochure include discretionary portfolio management, comprehensive financial planning, business consulting, ERISA retirement plan advisory (including 3(38) investment management), and Donor‑Advised Fund management through Schwab Charitable.
The firm generally pursues a long‑term, core‑satellite investment approach that emphasizes financially sound, globally based core holdings with a focus on growing dividend streams, complemented by satellite positions for stability or growth. SevenBridge combines fundamental, technical, cyclical and behavioral analysis in portfolio construction and, for certain clients, implements option strategies (selling puts and calls, long puts, zero‑cost collars), recommends alternative investments, and may engage sub‑advisors as part of implementation.
SevenBridge manages roughly $720–725 million for about 400 clients while operating with a compact advisory team, resulting in higher‑than‑typical assets and client load per advisor compared with many team firms. Its mix of features — elevated AUM and client coverage per advisor, active use of options and alternative investments, participation on the Schwab Charitable DAF platform, and a formal ERISA fiduciary retirement plan offering — is a distinguishing combination relative to peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.90% annually $10,000,001+: 0.80% annually
Fee-only: Financial planning fixed fees range from $5,000 to $25,000; Business consulting fixed fees up to $150,000, both negotiable
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® and holds a Series 66 license with seven years of industry experience. He has worked at SevenBridge Financial Group, LLC since 2025 and previously held roles at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, Shiley serves as an assistant offensive line coach for the Cedar Cliff High School football team. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, core-satellite investment approach incorporating fundamental, technical, cyclical, and behavioral analysis, with active options strategies and alternative investments for certain clients.
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 Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with SevenBridge since 2015. Outside of his advisory role, he serves as a director for the Kenneth Bankert Foundation, where he reviews grants and visits organizations involved with the foundation. SevenBridge Financial Group provides discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, donor-advised fund management, and business consulting to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite portfolio construction with a long-term orientation, using various analytical methods and a range of investment vehicles to create customized client solutions.
Justin F
Series 65
Greenwood Village, CO
SevenBridge Financial Group, LLC
Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high net worth clients, trusts, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite portfolio construction with a long-term orientation and uses a range of analysis methods and investment vehicles to deliver customized client solutions.
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