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FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Stonebridge Financial Partners, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Stonebridge Financial Partners we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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2. Meet with us for a custom listening session


3. Get your personalized strategy

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    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Portfolio Management

    Our disciplined, proactive approach to investment management is driven by our research team and investment committee. Learn More

    Risk Management

    Our team of Insurance Specialists can help you evaluate your insurance needs and compare that to the existing coverage you have in place to make sure you are adequately covered. Learn more

    Tax Planning

    Our professional tax team of CPAs is not here to replace your current tax advisor. However, there has never been a better time to have a second set of eyes review your tax returns to identify any potential areas for improvement. Learn more

    Wealth Planning

    Our team of experts will work closely with you to design a comprehensive plan based on your individual goals and concerns. Learn more

    Estate Planning

    Our estate planning team is here to help you clarify your ultimate goals for the wealth you have accumulated. Learn more

    Personalized Wealth Management

    Stonebridge Financial Partners’ mission is to become trusted lifetime wealth coaches focused on delivering peace of mind through education, professional advice and superior service. We are one of the top wealth management firms in Metro Detroit, Michigan serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Stonebridge Financial Partners help you on your True Wealth journey.

    Investment Management

    Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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    Carson Partners

    Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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    Our Locations

    Headquartered in Bingham Farms, MI, Stonebridge Financial Partners has office locations and advisors across the country. Contact us today to speak with a wealth advisor or financial professional nearest you.

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    Insights

    Stonebridge Financial Partners’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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