Bridging Your Financial Present to a Secure Future.
Flat-Fee Advice-driven Financial Planning, for those who want to build a bridge from where they are, to where they want to be.
Simplified Process
We try to simplify things for our clients first rather than overwhelm them with all the colorful charts and graphs. Those have a time and place. We layer on complexity as needed for you as you need it.
Meetings
Our office is located in Greenville, South Carolina. We work virtually through our use of best in class systems and software to provide you a full line of services.
ABOUT US
We work with you to provide ongoing tax-efficient financial planning and investment management for people in or near retirement
We provide a straightforward financial plan with a simplified process. Giving you a 500-page financial plan that you use as a fire starter is not what's best. We have found that a simple one-page financial plan after our meetings can give you valuable insight into your financial journey.
We specialize in retirement planning - we don’t try to be all things to all people. Our expertise is specifically in helping you make the most of your finances before and during retirement
We understand Social Security - We have in-depth knowledge of how to maximize Social Security benefits, which are likely to be a critical part of the foundation of your retirement.
WE WORK FROM ANYWHERE
We have a team here to serve you. We are located in Greenville, South Carolina. We also work with clients across the country, where allows us to meet with ease and accomplish a lot. But, if you prefer to meet in person also, we can accommodate that as well.
We're Independent
We're a standalone company not affiliated with any banks, brokerages or insurance companies. This allows us to offer truly comprehensive advice without restriction or pressure to make certain recommendations
We're fiduciaries
Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we're ALWAYS required to act in YOUR best interest
Our fees are clear and fair
We're "fee-only," which means we don't sell products for commission and don't receive any form of compensation from others, only from you. Furthermore, what makes us differerent is that we charge a flat annual fee, that is NOT a percentage of the size of your investable assets
STONEBRIDGE WEALTH MANAGEMENT
