SN & Stonebridge Partner for Wealth Management Services

Stambaugh Ness (SN), a Pennsylvania-based accounting firm, has entered into a strategic relationship with Stonebridge Financial Group to offer wealth management and retirement planning services. Aimed at giving clients an integrated business and personal financial strategy, particularly in the Architecture & Engineering industry, the partnership augments SN's service offerings and positions them to meet increased demand for holistic, forward-thinking financial services.

YORK, PA – Stambaugh Ness (SN), an accounting firm with FY23 net revenue of $33.25 million, is excited to announce a strategic relationship with Stonebridge Financial Group to offer personalized wealth management and retirement plan services to their clients nationwide.

This collaboration combines SN’s expertise in accounting, tax, and business advisory with Stonebridge’s wealth management insights, providing clients with a holistic financial strategy that integrates business and personal financial planning. By aligning these services, clients gain a comprehensive view of their financial landscape, enabling them to make informed, long-term financial decisions.

Strategic Partnership to Enhance Client Services

Stambaugh Ness President and CEO, Steven L. Hake, expressed, “Our relationship with Stonebridge Financial Group is a natural extension of our commitment to client success. By integrating wealth management expertise with our accounting and advisory capabilities, we’re positioned to meet the growing demand for reliable, forward-thinking financial planning. This partnership equips our clients with the trusted, collaborative guidance they need to confidently pursue their financial objectives.”

Personalized Wealth Management

The partnership strengthens SN’s service offering, especially in the Architecture & Engineering (AE) industry, where SN serves over 1,400 firms nationwide. By leveraging Stonebridge’s wealth management solutions, SN can now provide clients with tailored investment strategies designed to meet both business and personal financial goals. This personalized approach ensures that clients receive dedicated, relationship-driven service to build a solid financial foundation.

Brian McCarver, Managing Director at Stonebridge Financial Group, added, “We’re excited to join forces with Stambaugh Ness to bring enhanced wealth management solutions to their clients. Together, we’ll provide the personalized investment experience that clients seek, helping them build a secure financial future every step of the way.”

This collaboration further enhances Stambaugh Ness’s dedication to providing comprehensive solutions to meet the growing financial needs of clients across the U.S.

Until next time…

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Stambaugh Ness Partners with Stonebridge Financial Group to Offer Comprehensive Wealth Management Service

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