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

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

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.

To learn more about the advisors currently working at SevenBridge 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.