NewEdge Advisors, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced that Stonebridge Financial Partners, a Michigan-based team, has joined the firm from Carson Wealth where they were overseeing approximately $540 million in client assets.
Joining NewEdge Advisors include founder and Wealth Advisor Tim Bearden, CFP, ChFC, Partners and Wealth Advisors Tyler Silverthorn, CFP, AIF, Evan Topor, and Taylor Maks, CFP, CIMA; and three additional wealth advisors and 11 firm and client support staff.
With offices in Troy and Grand Rapids, Michigan, Stonebridge Financial Partners provided comprehensive wealth planning services to individuals, families and business owners since 2004.
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“Our company is built to support advisors who prioritize the client experience, and Tim and the Stonebridge team are a prime example. We look forward to providing the culture, tools, and support needed for Stonebridge to thrive and continue to deliver unparalleled service to their clients.”
– Neil Turner, Co-CEO and Co-Founder of NewEdge Advisors
“At Stonebridge Financial Partners, we’ve built a team of professionals who share a passion for helping others. As we continue to grow, preserving the same high level of client service is our top priority and NewEdge Advisors provides us the flexibility to curate the best experience for our clients. This flexibility, coupled with NewEdge’s culture, made joining this team the right choice for our firm.”
– Tim Bearden
