Sevenbridge Financial Group, LLC

About Sevenbridge Financial Group, LLC

<p>Fee-only investment advice and retirement plan consulting are the core of Sevenbridge Financial Group, LLC, a registered investment advisor founded in 2015. The firm works with individuals (including high-net-worth households), small businesses, and institutional clients on financial planning and ongoing portfolio management.</p> <p>Sevenbridge is headquartered in Harrisburg in Central Pennsylvania and also has an office in Greenwood Village in the Denver metro area. As a <a href="/plan-advisors">plan advisor</a>, the firm offers 3(21) fiduciary support for employers that sponsor retirement plans, providing guidance while the plan sponsor keeps final decision-making authority.</p> <p>The leadership team includes Managing Partners Charles R. Eberly Jr. and Justin A. Ferraccio, Senior Wealth Advisor Evan Shiley, and Chief Compliance Officer Porscha D. Savage. As of 2026, the firm reports $0.6B in assets under management.</p> <p>What sets Sevenbridge apart is its fee-only structure paired with day-to-day plan and investment guidance under a 3(21) arrangement, alongside personal wealth management for business owners and executives.</p> <ul> <li>Registered investment advisor; founded in 2015</li> <li>Offices in Central Pennsylvania and the Denver area</li> <li>3(21) fiduciary services for employer-sponsored retirement plans</li> <li>Wealth management: financial planning and portfolio management</li> <li>Pension consulting for business and institutional clients</li> </ul>

Website: https://sevenbridgefinancial.com

Founded: 2015