Central Pa. firm surpasses $2B in assets under advisement

• Stonebridge Financial surpasses $2B in assets under advisement

• Launched its own SEC-registered investment advisor in 2023

• Expanded with new HR and insurance subsidiaries in 2024–2025

Driven by growth in services and expansion across Central Pennsylvania, Stonebridge Financial Group announced it has reached $2B in assets under advisement. 

The achievement places the firm among a select group of wealth management organizations nationwide, according to a release. Just over a year ago, Stonebridge successfully launched its own SEC registered investment advisor, underscoring a period of accelerated growth and innovation, per the release. 

“We are deeply grateful to our clients, partners, and the exceptional Stonebridge team members for helping us reach this extraordinary milestone,” Jonathan Freeman, managing director of Stonebridge Financial Group, said in a statement. “Our unwavering commitment to placing clients’ interests at the forefront of everything we do is the foundation of our continued success.” 

Stonebridge Financial Group specializes in designing customized portfolios using low-cost investment vehicles such as individual stocks, exchange-traded funds, and institutional share class mutual funds. The firm’s portfolio strategies are tailored to each client’s goals, risk tolerance, and holistic financial plan, monitored and refined daily for optimal results. 

Stonebridge Financial Group has expanded its service offerings and strategic partnerships in recent years. In 2024, the firm launched a new subsidiary, Stonebridge HR Solutions, LLC, dedicated to providing HR and payroll solutions for businesses of all sizes. 

To further extend its reach, Stonebridge made a strategic investment in early 2025 in MPC Insurance Group LLC, an insurance agency striving to ensure that the transition to Medicare is a positive, effortless process. 

“Our growth is a testament to the trust our clients place in us and the expertise of our talented team,” said Brian McCarver, managing director of Stonebridge Financial Group. “We are honored to guide families, businesses, and institutions through each stage of their financial journey and are excited for the opportunities that lie ahead. Our sincere appreciation goes out to our clients, staff, and partners who make our success possible.” 

Stonebridge Financial Group is also committed to supporting the Central Pennsylvania community and local and national organizations, including Big Brothers Big Sisters South Central PA, Girls on the Run Mid-State PA, and Veterans Outreach of PA. 

Founded in 2002, Stonebridge Financial Group manages more than $2 billion in investment assets for families, institutions, and corporations of all sizes across Central Pennsylvania. The firm’s 26 employees deliver financial planning, wealth management, corporate retirement plan benefits, and investment fiduciary services.