Stonebridge Financial Group, LLC is proud to announce that it has surpassed $2 billion in assets under advisement, a significant achievement that places the firm among a select group of wealth management organizations nationwide. This milestone comes just over a year after Stonebridge successfully launched its own SEC registered investment advisor, underscoring a period of accelerated growth and innovation.
“We are deeply grateful to our clients, partners, and the exceptional Stonebridge team members for helping us reach this extraordinary milestone,” said Jonathan Freeman, Managing Director of Stonebridge Financial Group. “Our unwavering commitment to placing clients’ interests at the forefront of everything we do is the foundation of our continued success.
Stonebridge Financial Group specializes in designing customized portfolios using low-cost investment vehicles such as individual stocks, exchange-traded funds (ETFs), and institutional share class mutual funds. The firm’s portfolio strategies are tailored to each client’s goals, risk tolerance, and holistic financial plan, monitored and refined on a daily basis for optimal results.
In addition to this financial milestone, Stonebridge Financial Group has expanded its service offerings and strategic partnerships in recent years. In 2024, the firm launched a new subsidiary, Stonebridge HR Solutions, LLC, dedicated to providing HR and payroll solutions for businesses of all sizes. This initiative reflects Stonebridge’s commitment to supporting the broader needs of its client base, helping organizations navigate the complexities of workforce management with expertise and care. Further extending its reach, Stonebridge made a strategic investment in early 2025 in MPC Insurance Group LLC, an insurance agency striving to ensure that the transition to Medicare is a positive, effortless process.
“Our growth is a testament to the trust our clients place in us and the expertise of our talented team,” said Brian McCarver, Managing Director of Stonebridge Financial Group. “We are honored to guide families, businesses, and institutions through each stage of their financial journey and are excited for the opportunities that lie ahead. Our sincere appreciation goes out to our clients, staff, and partners who make our success possible.”
Stonebridge Financial Group remains dedicated to core values of respect, transparency, integrity, and relationship-driven service. The firm is also committed to supporting the Central Pennsylvania community, providing time, expertise, and resources to local and national organizations, including Big Brothers Big Sisters South Central PA, Girls on the Run Mid-State PA, and Veterans Outreach of PA.
