Business Details
Your Trusted Partner for Financial Advisory Services
Founded by three independent financial professionals, Stonebridge Financial Group delivers tailored corporate and private wealth management services. Our team of investment fiduciaries, financial planners, and insurance experts specializes in retirement plan consulting, executive benefit plans, corporate risk management, and business succession planning. We prioritize proactive client service, responding promptly via phone, email, or in-person meetings to ensure clear, actionable financial advice. Our professionals hold top-level certifications including CFP, AIF, ChFC, and CLU, combining career-long industry experience with ongoing specialized education. We develop integrated strategies that align with clients' unique goals, coordinating investments across institutions to create cohesive financial plans.From fiduciary oversight of 401(k)s to designing supplemental executive retirement programs, we provide continuous monitoring and compliance support amid evolving regulations. Our communication strategies empower clients to make informed decisions without overwhelming their time commitments. We serve organizations of all sizes, offering customized solutions for employee health and wellness benefits, risk management, and financial analysis for divorce. Our commitment spans from initial strategy design through long-term implementation support, ensuring adaptability to personal and external changes affecting financial objectives. For individuals and corporations alike, we focus on building trust through transparent, client-centric service that prioritizes long-term financial security.
Services
Retirement Plan Consulting
Executive Benefit Plans
Corporate Risk Management
Business Succession Planning
Employee Health Benefits
Wealth Management
Financial Analysis for Divorce
Special Needs Planning
Fiduciary Oversight
Insurance Planning
Highlights and features
- We offer proactive client service with quick response times via preferred communication channels.
- Our team holds top-level certifications including CFP, AIF, ChFC, and CLU.
- We provide comprehensive, integrated financial strategies across multiple institutions.
- We focus on long-term client support with continuous monitoring of changing factors.
- Our professionals combine career-long industry experience with ongoing specialized education.
Services
Retirement Plan Consulting
Stonebridge provides strategic guidance for qualified retirement plans including 401(k)s and 403(b)s. Our fiduciary oversight includes investment policy creation, performance due diligence, and ERISA compliance. We help organizations optimize tax benefits while improving employee participation through customized communication strategies and ongoing education programs.
Executive Benefit Plans
We design supplemental executive retirement plans and non-qualified deferred compensation arrangements. Our solutions address IRS contribution limits while helping organizations attract and retain key talent through tailored benefits like split-dollar insurance and executive bonus plans that align with business succession strategies.
Corporate Risk Management
Stonebridge's risk management services include key-person insurance, disability coverage, and buy-sell agreement funding. We help businesses mitigate financial exposure from unexpected events through life insurance strategies that protect against loss of critical leadership or employees.
Business Succession Planning
We develop comprehensive succession plans for privately held, family-owned, and publicly traded companies. Our services include estate discounting mechanisms, grantor retained annuity trusts, and ESOP implementation, working closely with legal and accounting professionals to ensure smooth ownership transitions.
Wealth Management
Our personalized wealth management approach integrates investment strategies with insurance planning and financial analysis. We create customized roadmaps for individuals and families, addressing special needs planning, divorce-related financial analysis, and long-term wealth preservation across multiple financial institutions.
People
Blair Martin
Managing Principal, Financial Professional
Certified AIF professional with extensive experience in corporate wealth management and investment fiduciary services. Focuses on developing strategic financial solutions for business owners and executives.
Nathan Cobert
Principal, CERTIFIED FINANCIAL PLANNER
ChFC and CDFA designee specializing in comprehensive financial planning. Brings expertise in divorce financial analysis and executive benefit plan implementation to client solutions.
Roberta Bechtel
Director of Qualified Plans
Specializes in retirement plan consulting with focus on fiduciary oversight and compliance. Manages implementation of 401(k) plans and investment policy statements for corporate clients.
Michael Dooher
CERTIFIED FINANCIAL PLANNER
CPFA and ChSNC designee with expertise in retirement planning and fiduciary advisory services. Provides strategic guidance for business owners and executives on wealth preservation strategies.
Kyle Singleton
Financial Consultant
CPFA-certified consultant offering tailored financial solutions. Focuses on retirement planning strategies and fiduciary responsibilities for corporate clients and individual investors.
Questions
What financial services do you specialize in?
We specialize in corporate and private wealth management, including retirement plan consulting, executive benefit plans, business succession planning, risk management, and specialized financial analysis for divorce cases.
How do you support retirement plan management?
We provide fiduciary oversight for qualified plans, including investment policy creation, performance monitoring, ERISA compliance, and employee education programs to maximize retirement savings benefits.
What executive benefit solutions do you offer?
We design supplemental executive retirement plans, non-qualified deferred compensation arrangements, and split-dollar insurance programs to help organizations attract and retain key leadership talent.
How do you approach business succession planning?
We develop customized succession strategies using estate discounting mechanisms, grantor retained annuity trusts, and ESOP implementations while coordinating with legal and accounting professionals.
What makes your wealth management approach unique?
We create personalized, integrated financial plans that coordinate investments across institutions, addressing both immediate needs and long-term wealth preservation goals for individuals and families.
