Specialties

At Stone Bridge Asset Management, we offer a comprehensive suite of services designed to meet your unique financial needs and goals. With a focus on personalized strategies and dedicated support, we guide you through every stage of your financial journey. Whether you’re planning for retirement, managing investments, or preparing for the future of your business, our team is here to provide expert advice and tailored solutions.

Striving to be our clients' most valuable asset

Investment Management

Optimize your investments with our expert management, tailored to align with your financial goals and risk tolerance. We focus on maximizing returns while minimizing risks, ensuring a secure financial future.

Financial Coaching

Plan for a comfortable retirement and secure your legacy with our comprehensive coaching. We provide personalized strategies to help you achieve your retirement dreams and effectively manage your estate.

Charitable Resource Tools

Maximize the impact of your philanthropic efforts with our charitable giving services. We help you create effective giving strategies that align with your values and financial goals, making a difference in the causes you care about.

Transparent, Client-Focused Investment Advice

We provide investment advice on a fee-only basis. This means we get paid solely for our advice, management, and consultation, ensuring our interests are perfectly aligned with yours. Unlike commission-based advisors, our focus is entirely on your financial well-being without any conflicts of interest. Founded by Erik Boehm and David Babb, who have been managing individual and institutional wealth since 1995, our firm was created to meet the needs of clients seeking a flexible and robust investment partner. We understand that while some investors prefer a commission-based relationship, our approach is designed for those who value personalized, transparent, and objective advice. Experience the difference with a dedicated team committed to your financial success.