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Stonebridge Financial Group Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Stonebridge Financial Group is a boutique financial services firm based in Chicago, Illinois, that concentrates on retirement plans for employers. It aims to minimize regulatory risk and simplify administration under ERISA and Department of Labor guidance, working with leadership to define goals and measure progress. The firm uses a structured five-step framework to guide retirement plan maturity and emphasizes ongoing review and prudent investment monitoring to support participants. It provides establishment and review of Investment Policy Statements, plan benchmarking, governance aligned with DOL/ERISA requirements, and education for both employees and employers, offering fiduciary services under ERISA 3(21) and 3(38). The firm collaborates with securities and advisory partners—TRIAD Advisors for securities and Global Financial Group Advisors, LLC for investment advisory services—while operating independently from TRIAD. In December 2022, the firm announced the appointment of Jim Foote as senior corporate retirement plan specialist.

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Stonebridge Financial Group Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Stonebridge Financial Group's Leadership

  • Stylized image of a person
    B. P.
    Managing Partner
    Mobile Phone

Stonebridge Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Stonebridge Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. P.
    Managing Partner
    Mobile Phone
    Mar 24, 2026

Frequently Asked Questions

What is Stonebridge Financial Group known for?

Minus sign iconPlus sign iconStonebridge Financial Group was founded in 2004 operates in the Financial Services industry. Explore Stonebridge Financial Group's company overview page for more information.

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

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

How many employees does Stonebridge Financial Group have currently?

Minus sign iconPlus sign iconStonebridge Financial Group has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Stonebridge Financial Group's key employees include:

  • Managing Partner: B. P.

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