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.

Sign up for free to view info

Company overview Email format