How Does the Advisor Help Clients – Key Takeaways:
STONEBRIDGE FINANCIAL GROUP provides expert financial advice to individuals and businesses alike. They have a team of highly skilled advisors who assist clients in achieving their financial goals through a comprehensive approach. Their services include portfolio management, financial planning, retirement planning, and more.
- STONEBRIDGE FINANCIAL GROUP offers a range of financial services to help clients achieve their specific goals.
- Their team of experienced advisors works closely with clients to understand their unique financial needs.
- They utilize a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation.
- STONEBRIDGE FINANCIAL GROUP’s goal is to provide personalized and tailored solutions to help clients build and preserve their wealth.
Facts and Insights
STONEBRIDGE FINANCIAL GROUP has been in business for over 20 years and has established a strong reputation for providing expert financial advice and services. They have a team of over 50 advisors who collectively manage assets worth billions of dollars.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 50+ | 20+ years |
Their AUM, number of advisors, and time in business are indicative of their success and expertise in the financial industry.
Financial Services Offered
STONEBRIDGE FINANCIAL GROUP offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of their key services include:
- Portfolio Management
- Retirement Planning
- Financial Planning
- Estate Planning
- Tax Planning
- Risk Management
- Insurance Services
- Business Succession Planning
Their team of experienced advisors has the necessary expertise and resources to assist clients with all their financial needs and goals.
Client Types
STONEBRIDGE FINANCIAL GROUP serves a diverse range of clients, including high net worth individuals, families, and businesses. They understand that each client has unique financial goals and needs and cater to them accordingly. They also serve clients from various industries, including healthcare, technology, and real estate.
Fees & Compensation
STONEBRIDGE FINANCIAL GROUP is a fee-only financial advisor, meaning that they do not earn commissions or receive any form of compensation from product sales. This ensures that their clients’ best interests are always their top priority. They charge a percentage of AUM as their fee, and the exact amount may vary depending on the services provided and the complexity of a client’s financial situation.
Background
Founded in 1999, STONEBRIDGE FINANCIAL GROUP has grown to become a leading financial advisory firm in the industry. They have built a strong reputation for providing exceptional financial services and advice to their clients. Their team of experienced advisors has a diverse range of backgrounds and expertise, allowing for a well-rounded approach to financial planning.
Financial Advisor Disclosures to Know
STONEBRIDGE FINANCIAL GROUP is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). As per SEC regulations, they are required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV, which is available for public viewing on the SEC’s website. Clients can also request for this information directly from STONEBRIDGE FINANCIAL GROUP.