Stonebridge Financial Group was founded by three independent financial professionals each with independent skills, personality and insight, who collaborated to form a focused team of Private and Corporate Investment Fiduciaries, financial planners and insurance professionals.

The firm offers a full spectrum of corporate and private wealth management services tailored to its clients’ specific financial needs. Stonebridge helps clients achieve their individual objectives through Retirement Plan Consulting, Executive Benefit Plans, Corporate Risk Management, Business Succession Planning, Employee Health and Wellness Benefits, Financial Planning, Wealth Management, Risk management & Insurance Planning, and Financial Analysis for Divorce.

The team’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.

Corporate Wealth Management

It’s important for organizations to have a financial professional with the resources to help them execute responsible long-term plans.

Private Wealth Management

Since every client has unique dreams, Stonebridge creates personalized financial plans to help make them a reality.

Our Difference

There are many choices when it comes to selecting a financial professional, so why choose Stonebridge?

Check the background of this investment professional on FINRA’s BrokerCheck.


Retirement Plan Limits

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan has increased to $22,500.

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The Retirement Times – April 2023

When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of Must-Dos. But there is also a list of things that you can do proactively that will keep the plan—and plan fiduciaries—out of trouble.

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The Retirement Times – March 2023

Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement Institute shows that 40% of older employees plan to retire later than anticipated because of inflation.

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