Updated November 20, 2023
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Stonebridge Financial Planning Group, LLC

Investment Advisor Firm
Total assets under management$191M
Years in business6+

About Stonebridge Financial Planning Group, LLC

Stonebridge Financial Planning Group, LLC is a financial advisory company dedicated to helping clients achieve their desired lifestyle outcomes. With a team of passionate professionals, they offer personalized solutions that can withstand the changes and challenges life brings.

As a fee-based and fully independent firm, Stonebridge has the freedom to find the best solutions from a wide range of options for each individual client. They specialize in working with women and their families, aiming to bridge all key elements of life into one comprehensive plan. Over time, they work closely with clients to ensure they feel organized and successful in working towards their goals.

From initial investments to final distributions, Stonebridge is there every step of the way, simplifying the complex world of finances for clients and their families. They strive to be a trusted financial partner throughout all phases of life, recognizing that their success depends on their client's success.

While specializing in working with women and their families, Stonebridge extends its service offerings to clients from all walks of life. Whether someone is experiencing a major life transition or planning for retirement, Stonebridge can develop a financial plan tailored to unique requirements.

As an independent business, Stonebridge Financial Planning Group is committed to providing all clients with thorough and customized financial solutions. Their core values include excellence in all aspects of their work because details matter; integrity with honesty and transparency; flexibility with time and schedule understanding its value; collaboration as excellent care takes everyone working together; professionalism in behavior, dress, and speech; building genuine relationships by caring about each other and their clients' lives; and patience recognizing that everyone learns at different paces.

Overall, Stonebridge Financial Planning Group is a dedicated and approachable financial advisory firm that aims to help clients achieve their financial dreams through personalized plans and comprehensive services.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Asset Management
  3. Tax Preparation
  4. Divorce Consulting
  5. Social-Security Analysis

More about Stonebridge Financial Planning Group, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1546167

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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