Stambaugh Ness Announces Strategic Relationship with Stonebridge Financial Group
Firm Enhances Wealth Management Support for AE Clients Nationwide
Stambaugh Ness (SN) is pleased to announce a strategic relationship with Stonebridge Financial Group (Stonebridge) to introduce personal wealth management and retirement plan services to their clients nationwide. This partnership provides SN clients with direct access to Stonebridge’s expertise, reinforcing SN’s commitment to delivering solutions that support a secure financial future.
With a deep focus on the Architecture & Engineering (AE) industry, SN serves over 1,400 AE firms across all 50 states. Known for its innovative approach and anticipatory solutions, SN’s collaboration with Stonebridge further enhances its desire to help clients achieve financial success, both at the business and personal level. Through this relationship, clients can benefit from personalized wealth management designed to address their unique goals and challenges.
Key Benefits of the SN – Stonebridge Relationship:
Holistic Financial Strategy: By aligning SN’s accounting, tax, and business advisory expertise with Stonebridge’s wealth management insights, clients gain a comprehensive view of their financial landscape, facilitating strategic planning for long-term success.
Personalized Guidance: Stonebridge emphasizes relationship-driven service, tailoring investment strategies to individual client needs and fostering ongoing partnerships for consistent financial growth.
Stambaugh Ness President and Chief Executive Officer, Steven L. Hake states, “Our relationship with Stonebridge Financial Group is a natural extension of our commitment to client success. By integrating wealth management expertise with our accounting and advisory capabilities, we’re positioned to meet the growing demand for reliable, forward-thinking financial planning. This partnership equips our clients with the trusted, collaborative guidance they need to confidently pursue their financial objectives.”
Stonebridge Financial Group’s Managing Director, Brian McCarver, added, “We’re excited to join forces with Stambaugh Ness to bring enhanced wealth management solutions to their clients. Together, we’ll provide the personalized investment experience that clients seek, to build a solid financial foundation every step of the way.”
About Stambaugh Ness
Stambaugh Ness is a multi-discipline, professional services firm serving clients nationally with a strategic focus on the architecture and engineering, professional services, construction and real estate, and manufacturing industries. Through the Stambaugh Ness family of companies, clients have access to a sophisticated menu of services, including compliance, government contract services, strategic tax solutions, technology and cyber risk advisory, data solutions, Microsoft solutions, Deltek ERP software, strategic growth advisory, workforce and talent solutions, outsourced accounting, ownership transition, and mergers and acquisitions.
The firm is an independent member of the BDO Alliance USA, a nationwide association of independently-owned local and regional accounting, consulting, and service firms with similar client service goals.
About Stonebridge Financial Group
The team at Stonebridge Financial Group brings decades of experience, with roots tracing back to the early 1970’s and in partnership since 2002. With a commitment to putting people first, Stonebridge fosters long-term, personalized relationships with every client, bringing a distinctly human approach to wealth management. Their specialties serve a diverse clientele, from established businesses to families and business owners, each benefiting from a dedicated, consistent advisory experience. Focused on securing financial goals across generations, Stonebridge leverages innovative investment strategies to support and enhance clients’ financial futures. www.stonebridgefg.com
Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, LLC, an SEC-Registered Investment Advisor. Stonebridge Financial Group, LLC may transact business in states where it is registered, exempt or excluded from registration. Private Client Services, Stonebridge Financial Group, LLC, and Stambaugh Ness are unaffiliated entities.