Expert guidance, tailored for you.
Personalized guidance tailored just for you.
Specialties
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.
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Disclosure
Advisory Services are offered through Stone Bridge Asset Management, LLC, an investment advisor in the State of Tennessee. Asset allocation / diversification does not guarantee investment returns and does not eliminate the risk of loss. There can be no assurance that the firm’s quantitative research model will achieve its objective or that the methodology employed by a portfolio strategy will eliminate exposure to downward trends and/or volatility in the markets or provide immediate exposure to upward trends and/or volatility in the markets. Investments are subject to risk, and Stone Bridge Asset Management’s investment strategies may lose money. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls. International investing involves certain risks not usually associated with domestic investing, including currency fluctuation, economic and political volatility, foreign taxation and differences in financial standards.