Getting you to your financial destination. Safely.

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Getting Clear About Big Decisions
Like The Sale of A Business.

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For us, personal planning means
you don’t have to go it alone.

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Building long term security
on a stable foundation.

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Getting to know you and
then charting your course.

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Getting you to your financial destination. Safely.

SevenBridge Financial Group is an independent, full-service Registered Investment Advisor dedicated to serving the varying and distinct needs of our clients.

The name “SevenBridge” is derived from the seven bridges that personify our historic city, reaffirming our pride at being a neighbor, friend, and trusted advisor. It also signifies our commitment to delivering profound value through a caring-first approach and bridging the gap from here to the desired destination.

Our Strategic Partners include Charles Schwab Advisor Services, Schwab Charitable, Advisor View™ performance reporting, PCS, a retirement plan record-keeper, and eMoney Financial Planning.