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About | Strategic Relationships | Stonebridge Financial Group

Stonebridge Financial Groupstonebridge-financial-group

Our strategic relationship with Stonebridge Financial Group brings valuable wealth management and retirement plan expertise directly to Stambaugh Ness clients in the Architecture and Engineering (AE) industry. Together, we offer a holistic approach to financial health by combining Stambaugh Ness’s deep knowledge of AE-focused accounting, tax, and advisory services with Stonebridge’s specialized wealth management insights. This partnership ensures our clients receive comprehensive support that encompasses both business and personal financial goals.

By joining forces with Stonebridge, we’re able to connect firms with personalized financial guidance tailored to each client’s unique needs and long-term aspirations. This collaboration enhances our commitment to helping clients build secure financial futures through dedicated, relationship-focused service and innovative investment strategies. Whether planning for retirement or addressing personal wealth needs, our partnership delivers a complete, strategic view of financial success.

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Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, LLC, an SEC-Registered Investment Advisor. Stonebridge Financial Group, LLC may transact business in states where it is registered, exempt or excluded from registration. Private Client Services, Stonebridge Financial Group, LLC, and Stambaugh Ness are unaffiliated entities.