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 and wealth advisor with over 15 years of professional services experience. He has held several leadership positions in his previous roles and is a well-rounded financial advisor. Chris’s expertise includes financial planning for high net worth clients, investment management, corporate retirement plan consulting, and business succession planning.

“SEVENBRIDGE is delighted to add Chris to our financial advisory team. His experience and relationships throughout Central Pennsylvania align incredibly well with our plans for growth in the market. He is a proven advisor focused on implementing customized solutions and creating value for high net worth individuals and families. Chris is a strong leader who will drive significant growth for our firm,” said Lawrence J. DeFluri, Managing Partner.

Chris resides in Mt. Gretna with his wife and two children. He currently serves on the United Way of the Capital Region’s Finance Committee and also serves as an active volunteer for several other charities in the Capital Region.

About SEVENBRIDGE Financial Group: SEVENBRIDGE Financial Group is an independent, full-service Registered Investment Advisor dedicated to serving the varying and distinct needs of our clients. SEVENBRIDGE Financial Group has offices in Harrisburg, PA and Denver, CO.

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 consistent, responsive, knowledgeable and exceptional client service.

“We are excited to welcome Clint to our team and his efforts will play a key role in providing exceptional service to our clients.  I have known Clint for years and I am confident that his experience and drive will be a perfect fit with our firm and our clients,” said Managing Partner, Chuck Eberly.

Prior to joining SEVENBRIDGE, Clint worked in the assurance services sector of a large accounting firm serving a diversity of clients in a range of industries from Fortune 1000 companies to private-equity owned and family-owned businesses. Clint also has experience providing accounting and consulting services related to mergers and acquisitions.

“I am thrilled to join SEVENBRIDGE in the Senior Relationship Manager role to work with an experienced team with a great reputation for putting clients first. I’m looking forward to using my background to enhance our services and help our clients reach their financial goals,” said Clint Smith, CPA.

Clint is very involved in the local community. He is the Chair of the Board of Directors of the Boys and Girls Club of Harrisburg and 2016 graduate of Leadership Harrisburg Area’s Community Leadership Series. Clint graduated from Lafayette College and lives in Mechanicsburg, PA with his wife and 2 children.

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About SEVENBRIDGE Financial Group 

SEVENBRIDGE Financial Group is an independent, full-service Registered Investment Advisor dedicated to serving the varying and distinct needs of our clients. SEVENBRIDGE Financial Group has offices in Harrisburg, PA and Denver, CO.

The name “SEVENBRIDGE” was originally 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, bridging the gap from here to the desired destination.

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).

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).

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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

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

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

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

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