About Us

A unique combination of professionalism and personality

Working with clients to build a solid financial foundation

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 in our Lancaster and Harrisburg-area offices brings the human factor back to investing by 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 helping established corporate clients create retirement plans to assisting families, business owners and institutions with financial planning. 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.

Our team has experienced remarkable growth since the early 2000s and our 2013 entry into the independent advisory community, including expanding from our office in Harrisburg to add another in Lancaster.

An exceptional and personable team serving clients from our Harrisburg and Lancaster offices

Three arches of a bridge extend into the Susquehanna River on a sunny day.

We have received multiple awards and recognitions. In 2023, Central Penn Business Journal included us on its list of 50 Fastest Growing Companies in the midstate.

We also were honored as a 2023 Best Places to Work in PA winner and ranked 12th among the top 60 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.

Our hard-working team can help you 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.

Our Mission

The epitome of lasting strength and security, stone bridges offer travelers a simple path to their destinations. At Stonebridge Financial Group, our mission is to stay true to our namesake and work for our fellow employees and clients to build solid and lasting foundations that lead to financial independence and a better community.

Stonebridge Financial Group Is Committed to Diversity, Equity and Inclusion

Diversity is a critical element of a productive, supportive and inclusive workplace. Stonebridge actively strives to improve the diversity of our team. We seek qualified applicants of all races, ethnicities, sexual orientations, religions, genders, disabilities, ages and religious beliefs to help our clients build a solid financial foundation that lasts. Hiring people from varied backgrounds strengthens the services we offer our clients as we focus on bringing the human factor back into investing.

Stonebridge Financial Group provides financial planning and wealth management in Pennsylvania

Wealth Management Services

From our first discovery meeting through our ongoing relationship, we strive to help our clients maximize and preserve their wealth. You will meet with at least one of our experienced advisors and engage in the financial planning process where we take a consultative approach to address your most important goals. Our experience, resources, and technology combine to offer our clients an unparalleled experience.

Stonebridge can provide corporate retirement plans

Retirement Plan Services

With our retirement plan fiduciary review, we gather information about the goals of your retirement plan and assess how your needs are currently being met. From there, we offer suggestions that can help improve your plan in several key areas such as plan design, education, fiduciary responsibility, participant engagement, and individualized financial advice for participants. Our experienced retirement plan team is here to help you make the most of your plan.

Stonepath Digital Wealth gives you the tools to manage your digital wealth.

Digital Financial Services

Explore a digital wealth solution unlike any other. Our step-by-step process assesses your risk tolerance and determines the type of portfolio that maps to your goals. When you establish an account, you also have access to a robust account aggregator and goals-based planning tool to gain a clearer picture of your long-term financial plan. If your needs are more complex and you require more advanced planning, you have access to CFP(R) practitioners who can build a plan for an hourly fee.

What Sets Us Apart?

Stonebridge Financial Group brings wealth management and retirement planning to Lancaster and Harrisburg


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 were reversed.

We combine professionalism with personality to give our clients a one-of-a-kind experience.

We spend a lot of time with the clients we work with because we understand the importance of caring for the wealth they have accumulated. Acting as a trusted advisor, we provide individualized strategies designed to work with tax and estate goals in mind so that our clients’ money can last throughout their lifetimes and for generations to come. When calling our office, you will speak directly to a team member who is dedicated to taking care of you.

We understand that every person has a different relationship with their finances, and we take an individualized human approach to develop strategies that accomplish your goals while being sensitive to your individual feelings about money. Working closely with your other trusted advisors such as CPAs and attorneys, we act as a quarterback to coordinate your financial plan. Wealth management goes way beyond investing prudently, and we invite you to experience the Stonebridge difference yourself.

Stonebridge Financial Group: An Ethical Choice for Wealth Management

Stonebridge Financial Group cares about the integrity of our client relationships, and we build on the trust we earn from you. We pledge to uphold the highest ethical values to ensure you receive honest, equitable insights to help coordinate your financial plans. There is always room for growth, which drives us to pursue continuing education opportunities that further our professional development. Our commitment to the community reflects another way we look out for you. Every member of our team volunteers in and supports their community, which brings us closer to you, too.


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

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