About
Get to Know Us
Stonebridge Wealth Management, Ltd., Co. offers fee-only comprehensive financial planning and wealth council services for individuals, families, small business owners and entrepreneurs. Our highly disciplined approach to market evaluation and risk management have enabled us to design a process that uncovers your full range of financial needs; From wealth creation to protecting and preserving your legacy.
Because we are an independent fee-only firm, we have no ties to any large Wall Street firm. You receive advice unblemished by any conflicts of interest. We are free to make the most suitable recommendations to help you meet your financial goals.
At Stonebridge Wealth Management, there are no sales quotas. We devote the time needed to focus on what’s most important to you, both personally, and financially. As a smaller, boutique advisory firm serving individuals, every relationship is important to us. Together, we define your idea of financial success and present a plan to help you realize your goals.
MANAGING DIRECTOR
Jamie Yarbrough
Jamie has been providing Financial expertise for two decades now, from big corporate firms to now helping and providing services on a one on one basis, while advocating on a fiduciary level for his clients.
Jamie has an incredible ability to translate complicated financial and tax strategies into plain English. Take complex retirement and planning needs and place them into simple solution. In other words, you can actually understand his answers to your questions.
“I enjoy the financial planning process, and providing solutions to issues that arise with planning for retirement, a child’s life long needs, through life changes, or for the next big adventure. It bring joy to know that a well designed plan coming together for a client.”
Areas of Practice
Retirement Planning & Execution / Investment Planning
Estate & Trust Planning and Management
Special Needs Financial Planning
Blended Families Financial Planning
Single Parent Financial Planning
Widows/Divorcee
Activities & Affiliations
Active member in the Financial Planning Association.
Fee-Only Network.
XY Planning Network member.
Spending time with his family and keeping his children very active.
Enjoys Running, Biking & Swimming.
Serving and participating in his local church.
What makes us different?
We provide a straightforward financial plan so that your mom can understand. 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 meeting recap after our check-in meetings can give you valuable insight into how much your net worth has grown, financial action items to work on and how your portfolio has advanced. You will have a clear understanding of the action items that came out of our discussion.
We Work From Anywhere
We have an all virtual team here to serve you. We work with clients across the country, where allows us to meet with ease and accomplish a lot.
Stay Curious
We are devoted to asking you more questions than talking. This process helps us to understand your life better and, in turn, can make more informed recommendations for you. We assist you in using your money to match your values, to live out incredible lives.
Plan First, Build Second, Protect Third
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 build your wealth, and lastly, we work as a team to protect your wealth and ensure your estate is as you have envisioned.
Clients Are the Experts
We co-develop financial plans with our clients. The planner acts as a guide and advisor to your vision and goals. We work as a team to make suitable recommendations that are attainable for you, the client.
