Retirement Plan Advisory Services


At Stonebridge Financial Group, we are independent consultants and advisors dedicated to helping you build and manage a highly effective retirement plan for your organization.

In collaboration with your executive team, we will evaluate your existing retirement plan and develop plan success goals. Working together, we will measure results and make improvements while maintaining the highest degree of fiduciary prudence and process. We utilize our unique Five Step Retirement Plan Solution to guide you through process, ensuring no stone is left unturned!


Our comprehensive advice is based on over a decade of experience and research. As an Accredited Investment Fiduciary®, we partner with our clients as 3(21) or 3(38) investment advisors, providing them with consulting in the areas of investment selection as well as monitoring and performance reporting. We also provide plan design consulting and request for proposal (RFP) services relating to vendor searches.

In addition to working with your executive team, Stonebridge connects with your employees as well. Our advisors deliver comprehensive education both at the group and individual level. Through onsite visits, web conferencing, and telephone calls, we are available to answer all of your participants’ questions and point them in the right direction in terms of preparing for retirement. We work with employees individually to educate them on which investments might be right for them given their individual appetite for risk as well as their time horizon for saving.

Stonebridge Financial Group is a leading independent consulting firm. Please contact us at (855) 530-0500 or email us at - let us help you reach your organization's retirement plan goals and objectives.