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 2021 Reader Rankings Award, and we placed No. 8 in the publication’s List of Top RIAs.

We also were honored as a 2022 Best Places to Work in PA winner and ranked eighth among the top 58 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 website 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.

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.

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 were reversed.

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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