Overview

Stonebridge Wealth Management is located in Berwyn, PA just outside of Philadelphia on the Main Line. We are looking for an advisor, or small team, to join our practice and help us continue our growth. We are both investment managers and financial planners who put their clients first.

We have multiple team members, use the latest technology, have access to multiple custodians, and are plugged into a strong network of like-minded advisors. Within the RIA we have access to a platform of services including, but not limited to: Insurance, Asset Management, Retirement Planning, Financial Planning, M&A Services, In-house billing, and Technology. We pride ourselves on having a collaborative team environment and working closely COI's.

Market
Advisor/RIA
Last Activity
within 2 months

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