At Stonebridge, our goal is to help you live life to the fullest, but how we do that is different for each person. With over 125+ years of combined experience, our team has a deep level of insight that spans generations. Each of our advisors hold the Accredited Investment Fiduciary® (AIF®) designation, and the investment advice you receive is tailored to your best interest and supports your vision for the future.

We’ve built our practice on personal, lifelong relationships that allow us to provide high-touch support for our clients. We listen, remember, and engage in your life on a regular basis, so even everyday decisions feel more purposeful and strategic.

We deliver tailored retirement plan solutions that include hands-on support for employees, ongoing education, and active plan management. Through regular check-ins and benchmarking, we help ensure your plan stays competitive, compliant, and aligned with the long-term goals of both your business and your employees.