We hope you, your employees and families are healthy. In the face of this unprecedented situation, we at Stonebridge Financial Group remain committed to doing what is right for our employees, our clients and community. With the Shelter-in-Place order still in effect for Marin, California, and in accordance with CDC guidelines, such as social distancing, we diligently made a swift shift to implement work-at-home protocols for our firm.

Stonebridge Financial Group continues to be open and available for all your financial planning and retirement service needs and is available via video conferencing for your convenience.

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.