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PURSUE FINANCIAL FREEDOM

Jump on the path to a comprehensive, personalized approach to your wealth.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

Independent thinking. Disciplined risk management. Transparency. We embrace the “f” word; we are fiduciaries, aligned with our clients every step of the way.

Knowledge is power. Our collective expertise in all issues “retirement” is a Southbridge Advisors strength. We understand the intricacies of retirement plans and accounts, from accumulation to distribution. Let that knowledge serve you.

We did not get here overnight. Our experience, education, and awards, matches our client dedication.


CARE FOR OUR CLIENTS

CARE FOR OUR CLIENTS

How do you measure success? What values are meaningful to you? We founded Southbridge Advisors because we care about our clients as friends, family, associates, and community. We care about our long-term relationships and your long-term success. Southbridge Advisors have only one focus: you.

WE'RE WITH YOU ON THIS RIDE

Life does not stand still and neither do we. We help you create a personalized vision, a plan, and custom portfolios. There are no robots or cookie cutters here. We monitor progress and recommend changes based on your individual circumstances and market conditions. We anticipate the potholes and storms along the way; we help make sure you are prepared and protected. Ask us about our dynamic Guardrail GrowthSM investment philosophy and how it may benefit you.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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HOW WE WORK

We offer comprehensive wealth management solutions. What does that mean? Every situation is different, but our approach is consistent. We learn about you. And you learn about us. Together we develop strategies that cover investments, retirement, estate issues, and smart protection strategies for you and/or your business. We are transparent and we believe in active dialog and communication. And we are good in the sandbox. We happily work alongside your other trusted advisors to guide and keep you moving in the right direction.

Most of our new clients come from existing client referrals. We like it that way. If our approach sounds right to you, let’s schedule a meeting.

Louis Brown

Louis Brown, AIF®

Partner and Wealth Advisor

Rob Donnell

Rob Donnell, CFP®

Partner and Wealth Advisor

Todd Fields

Todd Fields, CFP®

Partner and Wealth Advisor

George Richerson, CRPS

George Richerson, CRPS®

Partner and Wealth Advisor

Jerold Sniderman

Jerold M. Sniderman, MBA, AIF®, QPFC®

Managing Partner and Wealth Advisor

LET'S GET CONNECTED

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