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.

This is the time of year for year-end planning and the discussions often focus on charitable giving. At SevenBridge, we are proponents of donor-advised funds. Donor-advised funds are the fastest-growing charitable giving vehicle in the U.S. because they are one of the easiest and most tax-advantageous ways to give to charity, and they are of no cost to set up. Yet, when we recommend donor-advised funds to our Pennsylvania clients, most have never heard of them.

Read more (Clicking link will open to Central Penn Business Journal’s website).

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 which wealth managers address issues of interest to the advisory community. Read more

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 Marcus, Partner of investment banking firm, Scura Paley, and Tom Petrone, Director of Capital Markets at Dynasty. Read more

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 Advisors have started SevenBridge Financial Group.

Charles Eberly Jr. and Lawrence DeFluri have started the firm and will serve as managing partners. The firm employs four people. Read more

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 the wirehouse. The new firm has hired Dynasty Financial Partners to provide front-, middle- and back-office services. Read more

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. Read more

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 Fargo Advisors. Both Mr. Eberly and Mr. DeFluri worked at Wells Fargo Advisors for 16 years. Michael C. McConahy, Advisor, Consultant and Planner and Patricia Jakeway, Director of Client Resources at SevenBridge also join from Wells Fargo Advisors. Read more

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 with the support of Dynasty Financial Partners. Another adviser and a support staffer also joined the new Harrisburg, Pa., firm from Wells Fargo. Read more

$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 they had both previously worked for 16 years. Michael C. McConahy, advisor, consultant and planner and Patricia Jakeway, director of client resources at SevenBridge also join from Wells Fargo Advisors. Read more