STONEBRIDGE FINANCIAL GROUP

Overview

Stonebridge Financial Group is an independent registered investment adviser that focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm uses a mixed-fee model—percentage of AUM, hourly and fixed fees, and commissions—allowing flexibility across client relationships from advisory engagements to transactional work. Its investment approach is fund-centric: the majority of client assets are held in public funds and mutual funds, supplemented by annuities and third-party real estate allocations. Stonebridge is not positioned as an active ESG investor and does not act as a capital allocator; instead it combines advisory guidance with custody relationships that leave much of the execution and asset holding at major custodians. A notable feature of Stonebridge’s business model is the tilt toward non-discretionary assets, which suggests the firm provides significant advisory and plan-related services where clients retain trading authority or assets remain on platform custody. The firm also works with institutional and retirement-plan type assets alongside individual and family relationships, consistent with its use of pension consulting and insurance company affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices