Firm Management
Stambaugh Ness Forms Strategic Relationship With Stonebridge Financial Group
The partnership enables the top 200 accounting firm to introduce personal wealth management and retirement plan services to clients.
Nov. 12, 2024
Top 200 accounting firm Stambaugh Ness announced on Nov. 12 a strategic partnership with Wormleysburg, PA-based Stonebridge Financial Group to introduce personal wealth management and retirement plan services to their clients nationwide.
Through this alliance, Stambaugh Ness clients can benefit from personalized wealth management designed to address their unique goals and challenges.
“By aligning Stambaugh Ness’s accounting, tax, and business advisory expertise with Stonebridge’s wealth management insights, clients gain a comprehensive view of their financial landscape, facilitating strategic planning for long-term success,” the York, PA-based accounting firm said in a media release.
Stambaugh Ness President and CEO Steven Hake said the partnership with Stonebridge is a natural extension of the firm’s commitment to client success.
“By integrating wealth management expertise with our accounting and advisory capabilities, we’re positioned to meet the growing demand for reliable, forward-thinking financial planning,” he said. “This partnership equips our clients with the trusted, collaborative guidance they need to confidently pursue their financial objectives.”
Founded in 2002, Stonebridge uses innovative investment strategies to support and enhance clients’ financial futures.
“We’re excited to join forces with Stambaugh Ness to bring enhanced wealth management solutions to their clients,” said Brian McCarver, managing director of Stonebridge. “Together, we’ll provide the personalized investment experience that clients seek, to build a solid financial foundation every step of the way.”
Stambaugh Ness is a multidiscipline, professional services firm that specializes in compliance, government contract services, strategic tax solutions, technology and cyber risk advisory, data solutions, Microsoft solutions, Deltek ERP software, strategic growth advisory, workforce and talent solutions, outsourced accounting, ownership transition, and mergers and acquisitions.
The firm is an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals.