STONEBRIDGE FINANCIAL GROUP, LLC

Overview

Stonebridge Financial Group, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements, allowing flexibility across comprehensive planning and advisory mandates. The firm shows a clear tilt toward private-market allocations: private funds constitute the largest single asset sleeve in its portfolios. Stonebridge is not positioned as a capital allocator and does not identify as an active ESG investor. Its advisory practice blends discretionary and non-discretionary mandates, with an emphasis on customized wealth management for clients who require a mix of fee models and access to alternative managers.

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