Business Details
4 Years
experience
Your Personalized Financial Strategy Partner
At Sevenbridge Financial, we believe your financial strategy should be as unique as your life journey. Our approach begins by understanding your personal priorities, lifestyle, and long-term goals, then crafting tailored strategies to help you navigate life's complexities with confidence. We specialize in building bridges between your current financial position and your desired future, whether you're preparing for retirement, managing business wealth, or growing personal assets. Our fee-only structure ensures unbiased advice, while our collaborative process empowers you to maintain full control of your financial decisions. We work closely with your existing advisors, including accountants and legal professionals, to create cohesive strategies that align with your broader financial ecosystem. Our team of certified professionals brings decades of combined experience in wealth management, tax planning, and business advisory services, applying objective expertise to every client relationship.We're committed to transparency in all communications, with no hidden fees or conflicting interests. Our Seven Bridges framework provides a systematic approach to wealth management, addressing key areas from risk mitigation to tax optimization. We serve both individuals and business owners, offering personalized solutions that evolve alongside your changing needs and market conditions. Our mission is to help you achieve financial security while minimizing unnecessary complexity. Through regular strategic reviews and adaptive planning, we ensure your financial roadmap remains aligned with your evolving goals.
Services
Financial Planning
Investment Management
Tax Planning
Business Owner Services
Wealth Strategy
Risk Management
Retirement Planning
Estate Planning
Portfolio Management
Succession Planning
Details
- Year established: 2022
Highlights and features
- We offer personalized financial strategies tailored to your unique life journey
- Our fee-only structure ensures unbiased, conflict-free financial advice
- We collaborate directly with your existing professional advisors
- Our Seven Bridges framework systematically addresses all aspects of wealth management
- We maintain full transparency with no hidden fees or surprises
Services
Financial Planning
We create customized financial blueprints that address your specific goals, from retirement planning to estate management. Our comprehensive approach considers your current financial position, risk tolerance, and long-term objectives. By developing tailored strategies that evolve with your life changes, we help ensure financial security while maintaining flexibility for future opportunities.
Investment Management
Our investment strategies focus on asset allocation, tax efficiency, and cost-effectiveness while aligning with your risk profile. We continuously monitor market conditions and adjust portfolios to optimize returns while managing risk. Our approach emphasizes long-term growth potential while maintaining appropriate diversification across various asset classes.
Tax Planning
We develop integrated tax strategies that complement your overall financial plan. By collaborating with your accounting professionals, we ensure optimal tax efficiency throughout the year. Our approach focuses on minimizing tax liabilities while maximizing opportunities for tax-advantaged growth and strategic deductions.
Business Owner Services
Our specialized services for business owners include succession planning, cash flow optimization, and strategic growth consulting. We help entrepreneurs navigate business transitions while integrating personal wealth management. Through our Seven Bridges framework, we address key areas including risk management, tax optimization, and advisor coordination.
Wealth Management
We provide comprehensive wealth management solutions that coordinate investment strategies, estate planning, and retirement preparation. Our holistic approach addresses both personal and business financial needs. By maintaining continuous oversight and regular strategy reviews, we ensure your wealth management plan remains aligned with evolving goals and market conditions.
People
Charles R Eberly Jr
Managing Partner | Chief Investment Officer
With extensive experience in investment strategy and portfolio management, Charles leads our investment advisory services. He focuses on creating tailored asset allocation models and ensuring rigorous risk management practices across client portfolios.
Justin A Ferraccio
Managing Partner | Chief Financial Officer
Justin oversees financial operations and strategic planning for both the firm and client portfolios. His expertise in financial modeling supports our comprehensive wealth management approach for high-net-worth individuals and business owners.
Evan Shiley
Senior Wealth Advisor
Evan provides personalized financial guidance to clients, specializing in retirement planning and estate strategies. He helps clients navigate complex financial decisions with clear, actionable advice aligned with their life goals.
Patricia R Jakeway
Director of Client Resources
Patricia manages client relationships and coordinates advisory services across our multidisciplinary team. She ensures seamless implementation of financial strategies while maintaining open communication with clients and their professional networks.
Porscha D Savage
Chief Compliance Officer | Director of Client Services
Porscha oversees regulatory compliance and client service operations. She ensures all advisory services meet the highest ethical standards while maintaining a client-centered approach to wealth management delivery.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, estate planning, tax optimization, and investment management tailored to your specific goals and risk profile.
How does your investment management approach work?
Our investment strategies focus on asset allocation, tax efficiency, and cost-effectiveness while aligning with your risk tolerance and long-term financial objectives through continuous portfolio monitoring.
Do you work with business owners specifically?
Yes, we offer specialized services for business owners including succession planning, cash flow optimization, and strategic growth consulting integrated with personal wealth management.
What is your fee structure?
We operate a fee-only model where clients pay directly for our advisory services, ensuring unbiased recommendations without conflicts of interest from commissions or product sales.
How do you coordinate with other financial professionals?
We collaborate directly with your existing advisors, including accountants and legal professionals, to create cohesive financial strategies that align with your broader financial ecosystem.
What areas do you serve?
While based in the United States, we serve clients nationwide through virtual consultations and maintain compliance with regulatory requirements across multiple jurisdictions.
