Stonebridge Financial Group is a financial advisory firm founded in 2009 to help companies, individuals, and families navigate complex financial decisions. Based in San Rafael, California, the firm emphasizes collaboration, personalized strategies, and proactive client communication, aiming to coordinate financial plans around each client’s circumstances and goals.

Its services span corporate and private wealth management, as well as special needs planning for families preparing for a loved one’s financial future. Corporate offerings include retirement plan consulting, executive benefit plans, corporate risk management, business succession planning, and employee health and wellness benefits. For individuals, Stonebridge provides financial planning, wealth management, and risk management and insurance planning. The firm also works to integrate clients’ investments and plans across financial institutions into a coordinated strategy.

Stonebridge says its professionals hold designations including AIF, CFP®, ChFC®, CDFA, and CLU®. The firm offers consultations and serves clients from its San Rafael office. Investment advisory services are provided through Stonebridge Financial Group, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.