Alongside You
All the Way

The financial knowledge, confidence,
and security you desire.

Your Dreams—Your Path^®

Whatever you want to achieve, we’ll help get you there.

At Stonebridge Financial Planning Group, our entire team of wealth planning professionals is passionate about helping you build a solid pathway to your financial dreams. We are committed to making a difference in people's lives by remaining by your side and guiding you to a financial future where you’ll enjoy confidence, security, and joy.

Creating a Positive Impact

As an independent financial advisory firm, Stonebridge Financial Planning Group is dedicated to providing all clients with thorough, customized financial solutions. We’re with you every step of the way.

Wealth Planning

Our client-centered process is focused on developing a roadmap to help you build, protect, and transition your wealth by examining all areas of your financial life.

Life Event Planning

Given your current circumstances and what you hope to accomplish in life, we’ll help you plan for the big, life-changing events so you can move ahead financially and emotionally.

Paths for Women

We guide women who find themselves facing weighty financial decisions that will affect their future and the future of their families.

Asset Management

Create an investment strategy to help pursue your financial goals within the limits of your risk comfort zone.

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Trained to Help You Triumph

Your team is made up of CERTIFIED FINANCIAL PLANNER™ Professionals and Certified Divorce Financial Analysts®. We are qualified to work with individuals in financial transition and provide the necessary support and guidance to help you succeed.

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Financial Clarity for Life Transitions

While we specialize in working with women and their families, our capabilities extend to clients from all walks of life. Whether you’re a new widow, considering or are newly divorced, a new family, sending kids to college, or preparing for retirement, we will develop a sound strategy for your unique needs.

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It’s All About Your Financial Empowerment

We are committed to demystifying the financial complexities that accompany significant transitions in life. Working together, we will develop a plan that fits your life and gives you financial freedom and confidence going forward.