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SEVENBRIDGE Adds Experienced Advisor to Dynamic Team

HARRISBURG, PA, June 3, 2019 – SEVENBRIDGE Financial Group, a boutique wealth management firm based in Harrisburg, PA, announced today that Christopher A. Cassel, CPA has been added to the team. This addition will enhance SEVENBRIDGE’s client service commitment and expand its resources to better serve clients in Central Pennsylvania. Chris is a seasoned CPA […]

CPA Added To SEVENBRIDGE Team

SEVENBRIDGE Financial Group is pleased to announce the recent hiring of Clinton G. Smith III, CPA to support the firm’s continued growth. Clint applies his background in pubic accounting as the Senior Relationship Manager to personally serve the varied financial needs of the clients of SEVENBRIDGE. He is a hands-on team member, dedicated to providing […]

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.