IPA 200 firm Stambaugh Ness (SN) of York, Pa. (FY23 net revenue $33.25 million) announced a strategic relationship with Stonebridge Financial Group (Stonebridge) to introduce personal wealth management and retirement plan services to their clients nationwide.
By aligning SN’s accounting, tax and business advisory expertise with Stonebridge’s wealth management insights, clients gain a comprehensive view of their financial landscape, facilitating strategic planning for long-term success.
Stambaugh Ness president and CEO Steven L. Hake states, “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.”
Stonebridge Financial Group’s managing director Brian McCarver 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 to build a solid financial foundation every step of the way.”
