SevenBridge Financial Group, LLC

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Client assets under management

$700,244,911

Clients

401

35% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

134

Very High

Average account size

$1,746,247

About

SevenBridge provides investment advisory and wealth management services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans, and businesses. Services described in the brochure include discretionary portfolio management, comprehensive financial planning, business consulting, ERISA retirement plan advisory (including 3(38) investment management), and Donor‑Advised Fund management through Schwab Charitable.

The firm generally pursues a long‑term, core‑satellite investment approach that emphasizes financially sound, globally based core holdings with a focus on growing dividend streams, complemented by satellite positions for stability or growth. SevenBridge combines fundamental, technical, cyclical and behavioral analysis in portfolio construction and, for certain clients, implements option strategies (selling puts and calls, long puts, zero‑cost collars), recommends alternative investments, and may engage sub‑advisors as part of implementation.

SevenBridge manages roughly $720–725 million for about 400 clients while operating with a compact advisory team, resulting in higher‑than‑typical assets and client load per advisor compared with many team firms. Its mix of features — elevated AUM and client coverage per advisor, active use of options and alternative investments, participation on the Schwab Charitable DAF platform, and a formal ERISA fiduciary retirement plan offering — is a distinguishing combination relative to peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.90% annually $10,000,001+: 0.80% annually

Other

Fee-only: Financial planning fixed fees range from $5,000 to $25,000; Business consulting fixed fees up to $150,000, both negotiable

Main office location

SevenBridge Financial Group, LLC

3401 North Front Street, Suite 301

Harrisburg PA 17110, United States

Number of offices

Most active in

Colorado · Florida · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (717) 775-8661

Advisors at this firm

Evan S

Series 66

Harrisburg, PA

SevenBridge Financial Group, LLC

Evan Shiley is a financial advisor with SevenBridge Financial Group, LLC, holding a Series 66 designation and bringing six years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Concourse Financial Group, and KCA Wealth Management. Outside of finance, he serves as an assistant offensive line coach for Cedar Cliff High School football. SevenBridge Financial Group offers discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite portfolio approach with a long-term orientation, utilizing a range of investment strategies and vehicles to create customized client solutions.

Options & derivatives strategies Private / alternative investments

Charles E

Series 63, Series 65

Harrisburg, PA

SevenBridge Financial Group, LLC

Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with SevenBridge since 2015. Outside of his advisory role, he serves as a director for the Kenneth Bankert Foundation, where he reviews grants and visits organizations involved with the foundation. SevenBridge Financial Group provides discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, donor-advised fund management, and business consulting to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite portfolio construction with a long-term orientation, using various analytical methods and a range of investment vehicles to create customized client solutions.

Options & derivatives strategies Private / alternative investments

Justin F

Series 65

Greenwood Village, CO

SevenBridge Financial Group, LLC

Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high net worth clients, trusts, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite portfolio construction with a long-term orientation and uses a range of analysis methods and investment vehicles to deliver customized client solutions.

Options & derivatives strategies Private / alternative investments

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