A complete list of active advisors currently associated with StoneBridge Wealth Management, LLC
Warmer can help you find a great advisor at StoneBridge Wealth Management, LLC or one who fits your needs even better.
Stonebridge Wealth Management provides discretionary investment management and financial planning for individuals, high‑net‑worth individuals, trusts, and retirement plans. The firm also advises on certain non‑custodied products—such as variable life and annuity contracts when permissible—and consults on estate, tax, college, business‑sale and retirement plan design matters. The firm’s investment approach is rooted in Modern Portfolio Theory and emphasizes long‑term, buy‑and‑hold allocations implemented primarily with passive and evidence‑based mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors funds. Stonebridge documents client objectives in written investment policy statements, uses Monte Carlo simulation and portfolio‑allocation software, and routinely uses third‑party managers (including Focus Partners Advisor Solutions and dedicated fixed‑income managers) for sub‑advisory and model portfolio execution. What is distinctive about the firm is the combination of a relatively large asset base (approximately $134.6 million managed on a discretionary basis) concentrated across a small client roster and an operating model that blends in‑house advisory oversight with outsourced sub‑advisory and back‑office arrangements; the firm has also entered a formal succession agreement with Focus Financial Partners. Stonebridge does not accept proxy‑voting authority for client securities and commonly operates with custodial and execution arrangements (including access to services through Fidelity Institutional programs and Focus Partners) that provide research and practice‑management support alongside trade execution.
To learn more about the advisors currently working at StoneBridge Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Frisco, TX
| 28
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)