Our Firm

Mission Statement

At Stonebridge Financial Group, we listen to our clients; develop, implement, and monitor a financial plan custom-tailored to the client's unique life/financial goals and risk tolerance; recommend investment solutions impartially and without prejudice; and provide independent advice and personalized service.

Philosophy

We adhere to a disciplined process that delivers a consistent, yet customized, wealth management experience. Before any financial decisions are made, we consider your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, we are able to help you establish objectives, develop an appropriate strategy, and recommend financial solutions, which can help you connect all the pieces of your financial life.

History

Stonebridge Financial Group was founded by the principals after they grew tired of working for a large, multinational financial conglomerate that dictated the types of financial products that should be sold to their clients. Based on their clients' needs and wants, it became apparent that in order to provide the most objective solutions to their clients' problems, a change needed to take place.

So, they decided to set out on their own and create the type of firm they thought was needed in this day and age of rushed and sometimes impersonal service. Together, they enlisted the support of experienced staff members who share their outlook: to help individuals feel comfortable seeking guidance with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.

Stonebridge Financial Group chose to partner with Commonwealth Financial Network^®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of financial choices to complement their goals. It also helps Stonebridge best serve clients in a seamless and efficient manner by providing back office, investment, insurance, and technology support.