About Us

A unique combination of professionalism and personality

Working with clients to build a solid financial foundation that lasts

The experienced team at Stonebridge Financial Group has been working together since 2002 but draws its origins from the early 1970s. Our close-knit staff brings the human factor back to investing through creating personal, ongoing relationships with each of our clients, ensuring a personalized investment experience. For us, relationship management is just as important as wealth management.

Our specialties range from established corporate clients to families, business owners and institutions. Clients can trust in the consistency that we offer with our team and wealth management strategies. Your financial future is our focus, and through innovative investment consultation we help to realize and secure financial goals spanning multiple generations. 

The Stonebridge team has experienced remarkable growth since the early 2000s and our 2013 entry into the independent advisory community. 

Stonebridge has received multiple awards and recognitions. Central Penn Business Journal readers recognized us with a 2019 Reader Rankings Award, and we placed No. 8 in the publication’s “List of Top RIAs.”

We also were honored as a “2019 Best Companies to Work for in PA” award winner and ranked among the top 50 small businesses in the region. This is a credit to the people who work at Stonebridge Financial Group. It is our exceptional and personable team members who make this firm a wonderful place to work day after day.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals. 

What Sets Us Apart?


We are responsive so when you call the office, a knowledgeable team member will be here to help.  Our relationship managers are limited in the number of clients they can work with so as to ensure prompt service and strong relationships.  Our service team members are some of our longest tenured employees.


We invest for our clients the way we invest for ourselves and family.  Our duty is to deliver to our clients what we would want if the relationship was reversed.


We proactively communicate with our clients in all market conditions.  We understand how to navigate the market’s ups and downs and help clients achieve their financial goals.

Get to know Stonebridge better