What departments does SevenBridge Financial Group have?

SevenBridge Financial Group has employees across 1 departments including Information Technology.

What is the largest department at SevenBridge Financial Group?

The largest department at SevenBridge Financial Group is Information Technology with 2 employees.

Where are SevenBridge Financial Group employees located globally?

SevenBridge Financial Group has employees across 2 continents and 2 countries including Poland, United States Of America.

How has SevenBridge Financial Group's team size changed over time?

SevenBridge Financial Group's team has decreased from approximately 6 to 4 employees based on available data.

SevenBridge Financial Group Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

SevenBridge Financial Group operates as an independent, full-service registered investment advisor within the financial services sector. It serves a diverse client base, including high-net-worth individuals and families, business owners, executives, professional firms, foundations and endowments, and clients who derive benefits from natural resource harvesting. By taking time to understand clients’ life plans alongside their financial objectives, the firm seeks to develop a comprehensive, long-term wealth strategy through fee-based financial planning and investment management. The name references the seven bridges of its historic city, signaling a commitment to attentive, high-quality service. It is based in Harrisburg, Pennsylvania.

It maintains a small team to deliver its advisory services. The firm positions itself as an independent adviser offering fee-based planning and investment management for its targeted client segments.

SevenBridge Financial Group Global Highlights

North America
7

United States Of America
7

Europe
1

Poland
1

SevenBridge Financial Group's Leadership

P. S.
Chief Compliance Officer
Mobile Phone
Email
A. C.
Chief Of Staff
Mobile Phone
Email
L. D.
Managing Partner
Mobile Phone
Email
P. J.
Director Of Client Resources
Mobile Phone
Email
P. J.
Director Of Client Resources
Mobile Phone
Email

SevenBridge Financial Group Employee Metrics

100%

50%

0%

2026

2025

Information Technology
Operations
Other
Finance
Banking
Community & Social Services
Legal
Accounting
Administrative
Analytics
Arts & Design

Contact profiles from SevenBridge Financial Group

Name

Title

Contact Info

Location

Last Update

P. S.
Chief Compliance Officer
Mobile Phone
Email
United StatesPennsylvania
Jul 24, 2024
L. D.
Managing Partner
Mobile Phone
Email
UNITED STATES
Feb 18, 2025
A. C.
Chief Of Staff
Mobile Phone
Email
Oct 22, 2024
P. J.
Director Of Client Resources
Mobile Phone
Email
United StatesPennsylvania
May 28, 2026
P. J.
Director Of Client Resources
Mobile Phone
Email
UNITED STATES
Jul 07, 2024

Frequently Asked Questions

What is SevenBridge Financial Group known for?

SevenBridge Financial Group was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 3401 North Front Street Suite 301 Harrisburg, Pennsylvania 17110 United States; you can contact the main corporate office by phone at

+1-717-775-****

. Explore SevenBridge Financial Group's company overview page for more information.

What is SevenBridge Financial Group's most common email format?

SevenBridge Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SevenBridge Financial Group email formats with LeadIQ.

How many employees does SevenBridge Financial Group have currently?

SevenBridge Financial Group has approximately 6 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are SevenBridge Financial Group's key employees and leadership?

As of June 2026, SevenBridge Financial Group's key employees include:

Chief Compliance Officer: P. S.
Chief Of Staff: A. C.
Managing Partner: L. D.
Director Of Client Resources: P. J.
Director Of Client Resources: P. J.

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SevenBridge Financial Group Employee Directory

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