STONEBRIDGE ADVISORS: Your Trusted Financial Experts
About STONEBRIDGE ADVISORS
STONEBRIDGE ADVISORS is a leading financial advisory firm that provides expert financial guidance to its clients. With a team of experienced financial advisors and a wide range of financial services, STONEBRIDGE ADVISORS is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment advice
- Offer a comprehensive range of financial services
- Tailor solutions to fit each client’s unique needs and goals
- Utilize advanced technology and data analysis for informed decision making
- Foster long-term relationships with clients based on trust and transparency
Facts and Insights
To understand the capabilities of STONEBRIDGE ADVISORS, it is important to take a closer look at the numbers. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 25 | 15 |
Financial Services Offered
STONEBRIDGE ADVISORS offers a range of financial services to cater to the diverse needs of its clients. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- College education planning
Client Types
STONEBRIDGE ADVISORS serves a variety of clients, including:
- Individuals
- High-net-worth individuals
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
STONEBRIDGE ADVISORS operates on a fee-only compensation structure, which means that the firm receives compensation directly from its clients and does not earn commissions from selling financial products. This ensures that the firm’s recommendations are completely unbiased and in the best interest of its clients.
The firm’s fees and compensation structure may vary depending on the services and products chosen by the client. However, STONEBRIDGE ADVISORS is committed to transparent communication and provides a full breakdown of fees before any services are rendered.
Background
Founded in 2006, STONEBRIDGE ADVISORS has been serving clients for over a decade. The firm was built on the principles of integrity, professionalism, and a commitment to helping clients achieve financial success. With a team of experienced and knowledgeable financial advisors, STONEBRIDGE ADVISORS has earned a reputation for providing high-quality financial advice and exceptional service to its clients.
Financial Advisor Disclosures to Know
STONEBRIDGE ADVISORS is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC). As an RIA, the firm is bound by strict fiduciary duties, meaning that it must always act in the best interests of its clients.
Moreover, the firm is committed to full transparency and compliance with all state and federal regulations. Clients can find all necessary disclosures, including any potential conflicts of interest and disciplinary history, on the SEC’s Investment Advisor Public Disclosure (IAPD) website.
STONEBRIDGE ADVISORS takes its role as a financial expert seriously and continuously strives to provide the best possible financial guidance and services to its clients. With a focus on personalized solutions and building strong client relationships, STONEBRIDGE ADVISORS is your trusted partner for financial success.