SevenBridge Financial Group is an independent, full-service Registered Investment Advisor dedicated to serving the varying and distinct needs of our clients: high-net-worth individuals and families, business owners, executives, professional firms, foundations and endowments, and those reaping the benefits from natural resource harvesting. By striving to understand our clients fully — their life plans as well as their financial objectives — we establish the basis for building a comprehensive, long-term wealth strategy through fee-based financial planning and investment management services.

The name “SevenBridge” is derived from the seven bridges that personify our historic city, reaffirming our pride at being your neighbor, friend and trusted advisor. This new name also underscores our commitment to ensuring exceptional personal attention, premier planning and top-tier service.

We look forward to working with you.

SevenBridge Financial Group

Org chart

Teams

Offices