Financial Advisors Helping You

Live Your Life By Design not by Default

It’s time to take back your financial future with the help from a Wealth Advisor that is just as good at explaining investments as they are at making them. Stonebridge advisors in Bingham Farms and Grand Rapids go beyond designing a roadmap — they’ll help you get there.

How to Get Started

1. Schedule an

2. Meet with us for a
custom listening session

3. Get your
personalized strategy

Featured In

We Are Your


We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.

Accountability Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.


We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.

What We Do

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Tax Planning

Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

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)?

Find a

Stonebridge Financial Partners Location

Bingham Farms, MI

31000 Telegraph Rd, Suite 200
Bingham Farms, MI 48025

Grand Rapids, MI

3258 Clear Vista Court NE, Suite 2
Grand Rapids, MI 49525

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