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Nathan Bailey, CFP®, CRPC®

Nathan joined Stonebridge as a Financial Advisor in June 2026 and brings several years of experience in the wealth management and investment services industry. A graduate of Messiah University, Nate studied Business Administration with a concentration in Finance. He earned his Certified Financial Planner (CFP®) designation in 2025 and also holds the Series 66 license and Chartered Retirement Planning Counselor (CRPC®) designation.

Nate enjoys helping clients bring clarity and confidence to their financial lives through thoughtful, comprehensive planning. His work covers investments, risk management and insurance, cash flow, estate planning, and tax planning – but what matters most to him is the relationship behind the plan. Nate is committed to helping clients feel heard, understood, and supported as they work toward the goals that matter most to them.

Outside of the office, family is at the center of Nate’s life. He lives in New Cumberland, Pennsylvania, with his wife and two children. In his free time, he enjoys hiking, spending time outdoors, and cheering on Penn State football.

We are excited to have Nate on the Stonebridge team!

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