StoneBridge Advisors, Inc. is a preeminent fee-based financial services firm with prodigious experience in wealth management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax reduction, investment and insurance strategies.
Registered associates of StoneBridge Advisors are registered representatives of Lincoln Financial Advisors Corp. Lincoln Financial Advisors is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and significant resources to our clients.
Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.
We believe in Lincoln Financial Advisors' Philosophy of Service - First, Last and AlwaysSM. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.
Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of our "Serve First" philosophy. And these are the commitments we make to each of our clients.
If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.
StoneBridge Advisors, Inc. was founded in 2005 by Michael W. Ward, CLU, ChFC, CFP®. Mike has nearly 30 years of experience in the financial industry. His expertise is complemented by partner, Sarah Cicero, CFP®, and a staff of qualified and dedicated employees.