Business Details
Your Personalized Financial Planning Partner
Sevenbridge Financial is a fee-only financial advisory firm dedicated to providing personalized wealth management solutions. Our team of experienced professionals works closely with clients to develop tailored strategies that address individual financial goals, whether for retirement planning, investment management, or business succession. We prioritize client needs through a transparent, unbiased approach that emphasizes long-term relationships and comprehensive financial planning. Our services integrate tax-efficient strategies, risk management frameworks, and collaborative advisory networks to ensure holistic financial solutions. With offices in Harrisburg, Pennsylvania, and Denver, Colorado, we serve individuals and business owners at various stages of wealth accumulation.Our proprietary Seven Bridges methodology provides structured guidance for enhancing business value and personal financial security. We maintain compliance with industry regulations while fostering trust through clear communication and client-centric decision-making. Our commitment to continuous education and market analysis ensures clients receive up-to-date financial insights. We collaborate with external professionals like accountants and legal advisors to create cohesive financial ecosystems. Our fee-only structure eliminates conflicts of interest while maintaining client control over investment decisions. Through webinars and educational resources, we empower clients to make informed financial choices aligned with their unique circumstances.
Services
Financial Planning
Investment Management
Tax Planning
Business Owner Services
Wealth Strategy
Highlights and features
- We offer personalized financial strategies tailored to individual client needs
- Our fee-only structure ensures unbiased, conflict-free financial advice
- We provide integrated wealth management solutions through specialized teams
- Our proprietary Seven Bridges methodology guides business and personal financial growth
- Client control over investment decisions is maintained at all times
Services
Financial Planning
We create customized financial blueprints covering retirement strategies, estate planning, and cash flow management. Our planners analyze client goals and risk tolerance to develop comprehensive roadmaps for long-term financial security. Services include will drafting, investment allocation, and retirement income projections.
Investment Management
We design personalized investment strategies balancing tax efficiency and risk management. Our approach combines asset allocation optimization with ongoing performance monitoring. Clients receive regular portfolio reviews and adjustments aligned with evolving market conditions and personal objectives.
Tax Planning
We develop coordinated tax reduction plans that integrate with overall investment strategies. Our advisors collaborate with client accountants to implement tax-efficient investment vehicles and timing strategies. Services include tax-loss harvesting and retirement account optimization techniques.
Business Owner Services
We provide specialized guidance for business valuation, succession planning, and operational efficiency. Our seven-point framework addresses business growth, risk mitigation, and exit strategies. Services include advisor coordination and strategic planning for business and personal wealth integration.
Wealth Strategy
Our comprehensive wealth solutions combine financial planning, investment management, and tax strategies. We implement customized approaches for wealth preservation and growth through collaborative advisor networks. Services include risk management frameworks and intergenerational wealth transfer planning.
People
Charles R Eberly Jr
Managing Partner | Chief Investment Officer
With extensive investment expertise, Charles oversees portfolio strategy and market analysis. He leads the firm's investment committee and ensures alignment with client financial goals through disciplined asset allocation and risk management practices.
Justin A Ferraccio
Managing Partner | Chief Financial Officer
Justin manages financial operations and strategic planning. He focuses on developing business growth strategies while maintaining the firm's commitment to financial transparency and regulatory compliance standards.
Evan Shiley
Senior Wealth Advisor
Evan provides personalized wealth planning solutions for high-net-worth clients. He specializes in creating comprehensive financial strategies that integrate investment management, tax planning, and retirement income optimization techniques.
Patricia R Jakeway
Director of Client Resources
Patricia coordinates client services and educational resources. She ensures clients receive timely information about their financial plans and investment strategies through organized communication and support systems.
Porscha D Savage
Chief Compliance Officer | Director of Client Services
Porscha oversees regulatory compliance and client service operations. She maintains the firm's adherence to industry regulations while ensuring client interactions meet professional standards and ethical guidelines.
Questions
What financial services do you offer?
We provide financial planning, investment management, tax strategies, and business owner advisory services tailored to individual client needs.
Are you fee-only financial advisors?
Yes, we operate as fee-only advisors with no commissions or product sales, ensuring unbiased recommendations aligned with client interests.
How do you work with business owners?
We offer specialized business valuation, succession planning, and operational efficiency services using our proprietary Seven Bridges methodology.
What investment approach do you use?
Our investment strategy focuses on customized asset allocation, tax efficiency, and risk management tailored to each client's specific goals.
Reviews (1)
Karen N.
Feb 01, 2019
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As a new client of SevenBridge I appreciate the attention given to my account. Chuck and his staff were very professional and made me feel comfortable with my decision.
