Stonebridge Financial Group

Stonebridge Financial Group Working with Clients to Build a Solid Financial Foundation We invite you to experience the Stonebridge difference yourself.

We combine professionalism with personality to give our clients a one-of-a-kind experience across personal wealth management and corporate retirement plan services. We spend a lot of time with the clients we work with because we understand the importance of caring for the wealth they have accumulated. Acting as a trusted advisor, our individualized strategies are designed to work with tax and esta

te goals in mind so that our clients money can last their lifetimes and for generations to come. When calling our office you will speak directly to a team member who is dedicated to taking care of you. We understand that every person has a different relationship with their finances, and we take an individualized human approach to develop strategies that accomplish your goals while being sensitive to your individual feelings about money. Working closely with your other trusted advisors such as CPAs and attorneys, we act as a quarterback to coordinate your financial plan. Whether you're in the Harrisburg area, Lancaster region, or beyond, wealth management goes way beyond investing prudently. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, an SEC-Registered Investment Advisor. HR & Payroll services are provided by Stonebridge HR Solutions dba Stonebridge Payroll Solutions. Stonebridge Financial Group may transact business in states where it is registered, exempt or excluded from registration. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Stonebridge Financial Group are unaffiliated entities. Stonebridge HR Solutions is a subsidiary of Stonebridge Financial Group.

05/26/2026

We are happy to announce our summer intern, Addison Sweat!

Addison is a student at Messiah University, majoring in Finance with a concentration in Financial Planning, and is graduating in May 2027.

Originally from Bel Air, Maryland, Addison enjoys spending free time playing disc golf with friends, listening to and playing music, and reading books focused on personal development and fiction.

Welcome to the team and we're excited to help you grow!

05/15/2026

Please join us in congratulating Aedan Wilkinson on 3 years with Stonebridge Financial Group!

Aedan’s Stonebridge story started as an internship, and we’re grateful that it grew into a full-time role on our team. Today, he serves as a Financial Advisor and Portfolio Analyst, bringing curiosity, discipline, and thoughtful research to the work he does each day.

Within his first few years here, he went from intern, to full-time employee, to husband. Let's see what the future has in store!

Congratulations, Aedan. We’re thankful to have you on the Stonebridge team!

05/12/2026

Let’s TACO-bout last Tuesday!

We had our Cinco de Mayo Ribbon cutting for our new office in York!!

Thank you to everyone that came out! We are excited to finally have an office in a community that we have been engrained for years.

The Fed's balance sheet has quietly been one of the biggest drivers of equity returns since the GFC - and that may be ch...
05/06/2026

The Fed's balance sheet has quietly been one of the biggest drivers of equity returns since the GFC - and that may be changing. In our May 2026 Commentary, Daniel McGarvey, CFA breaks down what Kevin Warsh's proposed balance sheet unwind could mean for passive equity returns, and why strong earnings growth may be the key offset.

Read the full piece here

By Daniel McGarvey, CFA on behalf of Stonebridge Financial Group advisors The U.S. stock market has been practically unstoppable in the years since the Global Financial Crisis (GFC), as evidenced by the S&P 500’s total cumulative return of over 1,200% since the lows in March of 2009. The returns d...

Discover timely insights on the forces driving markets this year in our latest quarterly commentary. Learn how disrupti...
04/14/2026

Discover timely insights on the forces driving markets this year in our latest quarterly commentary. Learn how disruptions in energy and credit markets have affected expectations and how equities historically react after periods of uncertainty.

Read more:

By Daniel McGarvey, CFA on behalf of Stonebridge Financial Group advisors The S&P ended the first quarter with a run of five straight negative weeks, leading to a year-to-date return of -4.3%. The Bloomberg US Aggregate Bond Index experienced a milder drop, returning -0.1% as the 10-Year Treasury Ra...

03/31/2026

A big moment for the Stonebridge Team!

We’re proud to share that two members of our Stonebridge team have been recognized by Central Penn Business Journal! CJ LaPorta, CFP®, C(k)P®, CRPS®, AIF® has been named a 2026 Rising Star in ᗷusiness & Finance, and Jonathan Freeman has been honored as a 2026 Wealth/Financial Advisor.

These awards recognize professionals who demonstrate outstanding achievement in their field while making a meaningful impact in the Central Pennsylvania community.

CJ and Jon both embody what we strive for every day - serving clients well, contributing to our community, and continuing to raise the bar.

We are proud of the work they do for our clients and community, but even more proud of the people they are.

CJ LaPorta, CFP®, CRPS®, AIF® and Jeff Kline, C(k)P®, CRPS®, AIF® have both been named to the 2026 PLANADVISER Top Retir...
03/24/2026

CJ LaPorta, CFP®, CRPS®, AIF® and Jeff Kline, C(k)P®, CRPS®, AIF® have both been named to the 2026 PLANADVISER Top Retirement Plan Advisers list - a national honor recognizing top advisors serving retirement plans across the country.

Also, Stonebridge Financial Group is listed on the NAPA Top Advisor Firm based on asset size!

This is a reflection of the care, expertise, and commitment we bring to every plan sponsor and participant we work with.

Proud of the work. Even more excited for what’s ahead.

Stonebridge Financial Group’s March 2026 Market Commentary, “The Software Scare,” examines the impact of AI disruption o...
03/05/2026

Stonebridge Financial Group’s March 2026 Market Commentary, “The Software Scare,” examines the impact of AI disruption on software stocks and investor sentiment.

Daniel McGarvey, CFA, discusses current market trends, the importance of diversification, and strategies for navigating uncertainty in today’s evolving landscape. Access the latest insights to stay informed about key developments in the financial markets.

By Daniel McGarvey, CFA on behalf of Stonebridge Financial Group advisors In recent years the market rewarded practically every company with a connection to AI (artificial intelligence), which in many cases meant assigning higher price multiples before seeing evidence of the technology’s effect on...

02/19/2026

Last week’s SCAEC Networking Mixer was a strong reminder of why we host this group.

When business leaders take time to connect - without an agenda - meaningful conversations happen. New partnerships form. Ideas are exchanged. And relationships grow beyond job titles and company names.

We’re grateful to everyone who joined us and helped make the evening a success.

A special thank you to our event sponsors who continue to invest in strengthening the Central Pennsylvania business community:

• Trout CPA
• Transworld Business Advisors
• Sahd Metal Recycling
• Ames Construction
• TDP
• McNees Wallace & Nurick

Your support makes these gatherings possible!

At Stonebridge, we believe strong businesses are built on strong relationships. Hosting SCAEC is one way we stay committed to collaboration, mutual respect, and supporting the industries we serve.

We’re already looking forward to the next one!

Global shifts don’t happen overnight, but their impact on markets, businesses, and long-term planning can be significant...
02/10/2026

Global shifts don’t happen overnight, but their impact on markets, businesses, and long-term planning can be significant.

In our February commentary, we explore how changes in the global order may influence economic relationships, investment considerations, and what thoughtful planning looks like in an evolving environment.

Read the full commentary here:

By Daniel McGarvey, CFA on behalf of Stonebridge Financial Group advisors The beginning of this presidential term has been defined by a dramatic departure from the status quo and a shifting of the global economic order. While the US Dollar still enjoys reserve currency status and our capital markets...

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602 N Front Street
Wormleysburg, PA
17043

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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