Community

Stonebridge in the community

Organizations we support

Giving back to the community is something we believe in as a company and as individuals. We are fortunate to partner with organizations that bring a lot of good to our community. Volunteering time and offering support is part of who we are. We know many of our clients feel the same way about their community and dream of finding more ways to give back.

We are happy to facilitate that, too. Our wealth management firm helps build lasting foundations that lead to financial independence and a better community. We view achieving financial independence as a way to gain the time and opportunity to support causes close to your heart. Whether your passion is feeding the hungry, providing services to veterans, or mentoring at-risk youth, you can make an impact by connecting with people and giving your time or money.

We have seen again and again what a difference community involvement can make, and we encourage our team to explore their interests through service. A former collegiate athlete may become a dedicated youth coach, while a weekend warrior can indulge their penchant for golf during charitable tournaments.

Our community partners

Our personal wealth advisory with offices in Wormleysburg and Lancaster, PA, partners with organizations across Central PA as well as elsewhere in the United States. We volunteer time, money and resources to help them achieve their goals.

Members of our team serve on local nonprofit boards, offering leadership, guidance and ideas. We form relationships with those we serve and the organizations themselves, and this helps us become more informed financial advisors. We also become better citizens.

Here are some of our community partners in the Harrisburg, PA, area and across the country:

Community Events

Volunteering at community events allows our team to come together and enjoy time outside the office, whether we’re donning pink tutus to cheer on girls racing toward a goal or playing at a charitable golf scramble. You can find the Stonebridge team at events across the area. Here are a few we’ve attended:

Community Sponsorships

Our Pennsylvania financial group is dedicated to financially supporting causes close to our hearts through sponsorships. Hear Director Jonathan Freeman, CFP®, CFA, CIMA®, a member of the Feel Your Boobies® Foundation Board of Directors, speak about his experience in a video filmed in fall 2020.

How can we help in your community?

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