Meet Tim

 

Tim sets the vision for the firm.  He is now specializing in exit planning for business owners.  He oversees the planning process. His primary role is to make sure our clients’ needs are met. 

Tim Bearden is the Founder and CEO of Stonebridge Financial Partners, LLC. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has provided financial advice and expertise to his clients for over 35 years. As the Founder of Stonebridge Financial Partners, LLC, an independent Southeastern Michigan based firm, Tim’s vision is to create P.O.W.E.R.™ for his clients’ retirement and to develop long-term quality relationships by providing exceptional services and focused on delivering peace of mind.

Over the past 35 years, he has developed The Retirement Navigator System™ to help guide his clients through the planning process and help simplify their financial lives. Since Stonebridge Financial Partners, LLC is a private company, he is not limited to certain investments and can make the most suitable and unbiased recommendations for his clients.

Tim has taught several retirement and estate planning classes at local universities and through community education programs.  He has always focused on using a holistic, solutions-based approach to his planning practice. Tim was published in SmartMoney and The Wall Street Journal and has been a featured guest on CNBC. He is the co-author of the book, Getting to the Heart of the Matter, a book on family wealth counseling.

Tim and his wife Heather are active philanthropists in Southeastern Michigan and they have three daughters and twin grandsons.

 

Passions:

Travel, Golf, Bird Hunting, Fishing and Skiing

Best piece of financial advice received:

Utilize the miracle of compound interest by “paying yourself first” after your charitable giving.

What motivates Tim:

Helping others!

Favorite holiday:

Christmas

Favorite quote:

“Go big or stay home”

Place Tim would most like to visit:

Australia and New Zealand