Harrisburg, Pennsylvania
Financial Advisors in Harrisburg, PA
Stonebridge Financial Group is a fiduciary, SEC-registered investment advisor serving individuals, families, and businesses across the Harrisburg, PA region. Our credentialed team brings together CFP, CFA, CIMA, AIF, and CPA professionals, with more than $2 billion in assets under advisement as of May 2025.
What We Do
Fiduciary Financial Advisors Put Your Interests First
A fiduciary financial advisor is legally and ethically required to prioritize clients' interests at all times, not merely recommend products that are suitable. Stonebridge Financial Group operates as a fiduciary, which means we are obligated to prioritize your financial goals over our own compensation interests. This standard may help reduce certain compensation-related conflicts, though conflicts can still exist and we encourage you to review our Form ADV for full disclosure.
Based in the Harrisburg metro area and serving clients across Central Pennsylvania and 30 states, our team provides personal wealth management, corporate retirement planning, insurance solutions, and business services. Individual results and outcomes vary based on each client's unique financial situation, goals, and risk tolerance.
Who We Work With
- 1 Individuals and families seeking customized financial planning and investment management, including those with investable assets of $250,000 or more.
- 2 Business owners and employers needing retirement plan design, fiduciary oversight, and HR and payroll support.
- 3 Pre-retirees and retirees seeking retirement income strategies, Social Security coordination, and Medicare planning.
- 4 Industry-specific clients in accounting, construction, agriculture, law, apparel, and transportation across Central PA.
Stonebridge by the Numbers
Depth and Scale Built over Decades
Data as of June 2026. Assets under advisement represent assets monitored, guided, or directly managed. Individual client outcomes vary.
$2B+
Assets Under Advisement
1,000+
Households Serviced Across 30 States
7,500+
Retirement Plan Participants Serviced
20+
Professional Designations Across Our Team
What We Offer
Comprehensive Financial Services for Harrisburg Clients
At Stonebridge, we coordinate personal wealth, corporate retirement, and insurance solutions, with payroll and human resources support provided through our subsidiary, Stonebridge HR Solutions DBA Stonebridge Payroll Solutions. Strategies are designed for each client's specific circumstances; no single approach is suitable for everyone, and potential benefits involve trade-offs depending on your individual goals and risk profile.
Personal Wealth Management
Customized financial planning and investment management for individuals and families. Includes full-service and planning-only engagements, coordinated with tax and estate professionals. Available for households with investable assets of $250,000 or more for full-service relationships.
Learn MoreCorporate Retirement Plans
Plan design, vendor selection, fiduciary oversight, and participant education for 401(k), profit sharing, defined benefit, 403(b), and SIMPLE/SEP IRA plans. Stonebridge can serve as a 3(21) or 3(38) investment fiduciary depending on your plan's needs.
Learn MoreInsurance Solutions
Term life, Medicare planning, and broader insurance coverage coordinated through Stonebridge's strategic partnership with MPC Insurance Group. Insurance strategies are designed to complement your overall financial plan; coverage suitability depends on individual circumstances.
Learn MorePayroll Solutions
HR and payroll services for businesses of all sizes handled by our subsidiary, Stonebridge HR Solutions DBA Stonebridge Payroll Solutions, including AEC OneSource for architecture, engineering, and construction firms. Designed to integrate with your existing plan administration and compliance workflows.
Learn MoreInvestment Management
Discretionary portfolio management with daily monitoring, asset location, and tax-aware strategies for taxable and tax-deferred accounts. Portfolios are tailored to individual risk tolerance and time horizon. Tax-aware approaches involve trade-offs and may not be appropriate for all situations.
Learn MoreRetirement Income Planning
Comprehensive pre-retirement and retirement transition planning, including Social Security timing analysis, Roth conversion planning, required minimum distribution (RMD) strategies, and Medicare coordination. Outcomes depend on individual tax situations and retirement timelines.
Learn MoreOur Credentials
Highly Credentialed Financial Advisors in Central Pennsylvania
When choosing financial advisors in the Harrisburg area, credentials signal commitment to education, ethics, and expertise. The Stonebridge team holds some of the most rigorous designations in the financial planning profession, spanning investment management, retirement planning, fiduciary practice, and tax advising.
Our advisors include CFP professionals held to a fiduciary standard for financial planning engagements, CFA charterholders with deep investment analysis expertise, CIMA designees specializing in investment consulting, and AIF designees focused on fiduciary practice. Our team also includes a CPA, providing integrated coordination with your tax planning.
Meet the TeamDesignations held by our Harrisburg area advisors:
Stonebridge Financial Group operates as an SEC-Registered Investment Advisor. SEC registration does not imply a certain level of skill or training. Please review our Form ADV for complete disclosure information.
Our Process
How Working with Stonebridge Works
We follow a structured, collaborative process designed around your specific financial situation. We limit the number of clients each advisor works with directly to support prompt, personalized service.
Discovery Meeting
A complimentary meeting to understand your goals, current financial picture, and what you are looking for in an advisory relationship. No obligation to proceed.
Analysis and Plan
Our team reviews your assets, goals, tax situation, and risk tolerance to develop a tailored strategy. For businesses, this includes retirement plan benchmarking and fiduciary assessment.
Ongoing Partnership
Regular reviews, proactive communication in all market conditions, and coordination with your CPA and estate attorney. You have a dedicated advisor supported by a broader team.
Serving Central PA
Rooted in the Harrisburg Region, Serving Clients Nationwide
Stonebridge Financial Group's corporate headquarters is located in Wormleysburg, PA, directly across the Susquehanna River from Harrisburg. We maintain additional offices in Lancaster and York, giving us deep roots throughout the Central Pennsylvania corridor.
Our team works with clients across Adams, Cumberland, Dauphin, Lancaster, Lebanon, Perry, and York counties, as well as with individuals and businesses in 30 states nationwide. We are active in the local community through events such as the annual Veterans Charity Clay Shoot and participation in organizations serving Central Pennsylvania.
Our financial advisors serve a broad range of client types in the region, including business owners, professionals, families, and employers seeking retirement plan support. The team publishes monthly and quarterly market commentary to keep clients informed throughout the year.
Office Locations
Corporate Headquarters, Harrisburg Area
602 North Front Street, Wormleysburg, PA 17043
717-736-7007
Lancaster Office
26A East Roseville Road, Lancaster, PA 17601
York Office
1550 E Market Street, York, PA 17403
What to Look For
How to Choose Financial Advisors in Harrisburg, PA
According to the SEC and FINRA, individuals searching for financial advisors should verify registration, credentials, and fee structure before entering any advisory relationship. The following checklist reflects questions every prospective client should ask.
Common Questions
Frequently Asked Questions About Financial Advisors in Harrisburg, PA
What is a fiduciary financial advisor?
A fiduciary financial advisor is required by law and professional standards to prioritize clients' interests first, rather than simply recommending products that are suitable. This obligation applies when providing financial planning or investment advice on a discretionary basis. Stonebridge operates as a fiduciary for the advisory services we provide. To verify any advisor's fiduciary status and registration, you can search the SEC's Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov.
What is a reasonable fee for a financial advisor?
Financial advisor fees vary significantly depending on the type of service and the fee model. According to industry data, asset-based fees for investment management typically range from approximately 0.5% to 1.5% of assets under management annually, depending on account size. Some advisors charge flat fees, hourly fees, or per-project fees for planning engagements. At Stonebridge, the majority of client relationships are structured around an asset-based fee, and we also offer planning-only engagements billed on a project or hourly basis. Fee details are disclosed fully in our Form ADV, available upon request or through the SEC's IAPD database.
What are red flags when evaluating a financial advisor?
Common warning signs include: an advisor who cannot clearly explain their fee structure or compensation; pressure to move quickly or act without fully understanding a product; no clear disclosure of conflicts of interest; lack of professional credentials or registration; and an unwillingness to provide Form ADV or a Form CRS. According to FINRA, you should verify any advisor's registration and disciplinary history using BrokerCheck (finra.org/brokercheck) before working with them. Stonebridge is transparent about compensation and discloses all relevant information in regulatory filings.
Is a CPA better than a financial advisor?
A CPA (Certified Public Accountant) and a financial advisor serve different but complementary roles. CPAs specialize in tax preparation, compliance, and accounting, while financial advisors focus on investment management, retirement planning, and broader financial strategy. Many clients benefit from working with both. Stonebridge's team includes a CPA alongside CFP, CFA, and other credentialed professionals, which allows for integrated coordination between investment decisions and tax planning. The right professional depends on your specific needs.
How much money do you need to work with financial advisors in Harrisburg, PA?
Minimum asset thresholds vary by advisor and service level. At Stonebridge, our full-service personal wealth management relationship is generally available for households with investable assets of $250,000 or more. However, we also offer planning-only and investment-only engagements for clients who may not yet meet that threshold but want professional guidance on financial planning, retirement projections, or portfolio strategy. Contact us to discuss which engagement model may align with your situation.
What does an SEC-registered investment advisor (RIA) mean?
An SEC-registered investment advisor (RIA) is a firm registered with the U.S. Securities and Exchange Commission to provide investment advice for compensation. Registration requires meeting specific standards and filing disclosures including Form ADV. Importantly, SEC registration does not constitute an endorsement or approval of the advisor's investment skill or practices. Stonebridge Financial Group launched its own proprietary RIA, providing clients and affiliated advisors with greater operational transparency and compliance infrastructure.
Get Started
Schedule a Complimentary Discovery Meeting
A discovery meeting is a no-obligation conversation to learn about your financial goals and determine whether Stonebridge may be a fit. Our team serves clients in Harrisburg, York, Lancaster, and across Central Pennsylvania.
Stonebridge Financial Group | 602 North Front Street, Wormleysburg, PA 17043 | SEC-Registered Investment Advisor