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Retirement Plans for Companies and its Employees

When you company starts to grow … there are options. Read the full story on INC.com to hear how the Raudenbushes saved more for their company and their employees. Read the full story here. → (Clicking link will open to INC.com).

In the season of giving, consider donor-advised funds

At SevenBridge Financial Group, an independent financial advisory firm based in Harrisburg, we work with a number of high-net-worth clients in the community – both corporate clients and entrepreneurs. We also work with a number of privately held businesses. And because many business owners are asked to give, we assist with an overall gifting plan. […]

Voices: Helping Clients with Natural-Gas Reserves on Their Property

The likelihood of actual drilling and the royalty rate offered are two factors to consider in weighing a leasing offer from an energy company PUBLISHED IN THE WALL STREET JOURNAL, MARCH 25, 2016 Lawrence J. DeFluri is managing partner of SevenBridge Financial Group in Harrisburg, Pa. Voices is an occasional feature of edited excerpts in […]

Leading Harrisburg, PA Team SevenBridge Financial Group Hosts an Investment Banking Luncheon For Attorneys and CPAs

NEW YORK, NY, January 26, 2016 –SevenBridge Financial Group, the independent advisory firm based in Harrisburg, PA, is hosting an Investment Banking Luncheon on Thursday, January 28th for local lawyers and CPAs. PRESS RELEASE Managing Partners Charles R. Eberly, Jr. and Lawrence J. DeFluri are hosting the luncheon which will feature a panel including John […]

Financial advisory firm opens on Front Street

SevenBridge Financial Group has opened in Susquehanna Twp. Pictured from left to right are Charles Eberly Jr., managing partner; Cheryl Depner, director of client sevices; Patricia Jakeway, director of client resources and Lawrence DeFluri, managing partner (Provided). A financial advisory firm that specializes in advising high-net-worth clients has opened in Susquehanna Twp. Two former employees at Wells Fargo […]

Wirehouse Vet Starts RIA to Seize Business Opportunities

By Murray Coleman PUBLISHED IN THE FINANCIAL ADVISOR IQ, SEPTEMBER 3, 2015 After working for 16 years at Wells Fargo Advisors, planner Chuck Eberly left on Aug. 27 to help start SevenBridge Financial Group. Joining him at the Harrisburg, Pa.-based RIA is his longtime business partner, Larry DeFluri. Their team managed about $250 million at […]

New investment firm opens in Susquehanna Township

PUBLISHED IN CENTRAL PENN BUSINESS JOURNAL, SEPT. 2015 A new independent, registered investment adviser firm recently opened in Susquehanna Township and already has $250 million in client assets. Managing partners Charles R. Eberly Jr.and Lawrence J. DeFluri registered SevenBridge Financial Group LLC on Aug. 24, according to a filing with the Securities and Exchange Commission.

Leading Harrisburg, PA Team Partners with Dynasty Financial Partners to Launch SevenBridge Financial Group as an Independent Advisory Firm

NEW YORK, NY, August 31, 2015 — Dynasty Financial Partners today announced its partnership with SevenBridge Financial Group, the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology. Managing Partners Charles R. Eberly, Jr. and Lawrence J. DeFluri launched SevenBridge Financial Group after leaving Wells […]

Wells Fargo Advisers Launch Firm with Dynasty Financial

By Veronica Dagher PUBLISHED IN THE WALL STREET JOURNAL, AUGUST 2015 A pair of advisers from Wells Fargo Advisors have left the company to form their own independent firm, taking more than $250 million in assets with them. Charles Eberly Jr. and Lawrence DeFluri launched their registered investment advisory firm, SevenBridge Financial Group, on Monday […]

$250m Wells Fargo team joins Dynasty network

PUBLISHED IN PRIVATE ASSET MANAGEMENT, AUGUST 2015 A team of advisors in Harrisburg, Pennsylvania has broken its ties with Wells Fargo Advisors and formed an independent practice through the Dynasty Financial Partners platform. SevenBridge Financial Group was launched by managing partners Charles R. Eberly, Jr. and Lawrence J. DeFluri after leaving Wells Fargo Advisors where […]