Stonebridge Financial Group is a registered investment advisory firm with the goal to help clients build and manage highly effective, successful retirement plans.
We are absolutely PASSIONATE about all things retirement plans. It's what we do. Our job does not stop at helping you tailor a unique plan for your organization taking into consideration your goals, that's only the beginning. We’ll continually review your plan, focusing on monitoring investments in order to offer your employees top performing choices, mitigating fiduciary risk and preparing participants for retirement. Specialties include:
- Maximize fund performance - Plan benchmarking - Plan compliance and governance - Employer and employee education - Fiduciary status under ERISA 3(21) and 3(38) - Outcomes and financial wellness
Fiduciary Checklist Download
Our commitment to delivering innovative ideas and unparalleled knowledge is demonstrated in the certifications, designations and education our advisors have achieved:
The Retirement Advisor Council advocates for successful qualified plan and participant retirement outcomes.
*Membership is based on experience, dedication, and contribution to industry thought leadership.