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

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

Stonebridge Financial Group, LLC provides investment advisory and financial planning services to a mix of individuals, high‑net‑worth clients, charitable organizations, corporations, and pension plans. Offerings described in the brochure include discretionary and non‑discretionary managed accounts, written financial planning, wrap fee programs, and company‑sponsored retirement plan consulting, including 3(21)/3(38) support and cash balance plan services. The firm says it tailors advice to client objectives, conducting household‑level suitability assessments and using asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches as appropriate. Accounts are reviewed at least quarterly by the firm’s compliance officer and, where authorized, Stonebridge may exercise discretionary trading authority and implement changes to plan lineups on behalf of retirement plan clients. Noteworthy disclosures in the brochure highlight that some of the firm’s representatives are also registered representatives of an unaffiliated broker‑dealer and are licensed insurance agents, which can create potential conflicts when recommending commissionable or insured products. The firm is affiliated with other non‑advisory businesses (including payroll/HR services and an insurance affiliate partially owned by firm principals), engages third‑party solicitors who receive a portion of advisory fees, and specifically addresses municipal securities risk—arrangements the brochure identifies and discloses as potential conflicts.

To learn more about the advisors currently working at Stonebridge 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.