A complete list of active advisors currently associated with Stonebridge Financial Group
Warmer can help you find a great advisor at Stonebridge Financial Group or one who fits your needs even better.
Stonebridge Financial Group serves individuals, families, business owners and employer plan sponsors, and also provides advisory services to brokerage customers under written agreements with broker-dealers. The firm offers discretionary Wealth Management, a standalone Financial Consulting program (available as one-time or ongoing engagements), and Retirement Plan Advisory Services that can include ERISA 3(21) or 3(38) roles. Stonebridge manages client portfolios on a discretionary basis and uses a mix of investment approaches — quantitative and qualitative analysis, modern portfolio theory, and occasional charting — to construct allocations across stocks, bonds, ETFs, mutual funds, structured notes, options and alternative investments, and may engage independent sub‑advisors through third‑party programs. The firm provides ongoing monitoring, rebalancing and reporting, and may recommend illiquid alternatives or third‑party managers accessed through custodial platforms. Distinctive features include advisors who are dually registered as broker‑dealer representatives and some who hold insurance licenses, which the firm discloses and addresses as potential conflicts of interest; it also delivers advisory services directly to brokerage customers and maintains arrangements with custodians that provide operational and technology benefits. Stonebridge reports discretionary assets under management of roughly $896 million, reports custody when authorized fee or transfer arrangements exist, and leaves proxy voting to clients while offering assistance on related questions.
To learn more about the advisors currently working at Stonebridge Financial Group, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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