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Financial Planning & Advisory Services Firm

Our focus is on wealth management. We believe success is not measured by performance statistics, but by our clients’ success in achieving their goals.

We believe that successful wealth management is about understanding and managing risk. Instead of chasing hot funds and betting on hot markets, we focus on developing a disciplined investment strategy that will provide our clients the investment returns they need with the least risk possible to their assets.

Our clients are not speculative, high-risk investors. Some are fiduciaries of corporate retirement plans, non-profit institutions, trusts or estates. Others are individuals who have already established themselves financially. All seek to grow their assets over time while avoiding the numerous risks that abound in today’s investment environment.

We are successful because we understand the unique needs of our clients, and because we are ideally positioned to respond to those needs. As an independent, fee-only firm we do not represent investment or insurance providers, nor do we receive commissions for recommending investments or trading securities.

We answer only to our clients, ensuring that the investments we recommend to them are those that we believe to be appropriate for them. Our reality is a simple one: We succeed only when our clients succeed.

 

 

Stonebridge Advisors, LLC is a Registered Investment Adviser with the state of Alabama. Advisory services are only offered to clients or prospective clients residing in Alabama or where Stonebridge Advisors, LLC and its representatives are exempt from licensure and a client advisory agreement is in place.




© 2018 Stonebridge Advisors, LLC | Disclaimer
1800 Providence Park , Suite 250, Birmingham, AL 35242
| Phone: 205-994-2300
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