James Yarbrough

Stonebridge Wealth is a fee-only financial planning and wealth management firm that offers comprehensive solutions for Single Parent, Blended, and Special Needs Families. Our mission is to help you gain stability in your current financial situation, prioritize next steps, and walk with you into a new and exciting future. We serve clients both locally in Greenville, SC, and nationally through virtual meetings.

Our Simplified Process

At Stonebridge Wealth, we believe in simplifying things for our clients before overwhelming them with complex financial charts and graphs. Our process starts with getting to know you and understanding your unique financial needs. From there, we layer on complexity as needed while you build your wealth and work to protect and preserve your wealth, ensuring your estate is as you have envisioned.

Meeting Virtually

While we are located in Greenville, SC, we serve clients across the country, enabling us to meet with ease and accomplish a lot. We host virtual meetings, allowing us to be on your team when you need us most. Our goal is for you to feel encouraged and have a sense of accomplishment after our working meetings.

Our Approach

As a firm, we are committed to being curious about your life. We believe that asking the right questions will help us understand your values and goals better so that we can make more informed recommendations for you. We help people use their money to match their values and live out incredible lives.

Our approach is to plan first, build second, and protect third. We work with you to develop a financial plan, build your wealth, and then protect and preserve that wealth for the future.

Client-Centered Approach

At Stonebridge Wealth, our clients are the experts. We co-develop financial plans with our clients while acting as guides and advisors to your vision and goals. Our team works together to make suitable recommendations that are attainable for you, the client.

Who We Serve

We offer specialized services for Single Parent Families, Blended Families, and Special Needs Families. Our areas of practice include Special Needs Financial Planning, Widow/Divorcee Financial Planning, Blended Families Financial Planning, Retirement Planning & Execution, Investment Planning, Estate & Trust Planning and Management, and Single Parent Financial Planning.

Our Team

At Stonebridge Wealth, our team is dedicated to providing fee-only fiduciary comprehensive financial planning and wealth counsel solutions. Our Managing Director, Jamie Yarbrough, has been providing financial expertise for two decades, providing solutions to complex retirement, planning needs, and life changes on a one-on-one basis.

What Makes Us Different?

At Stonebridge Wealth, we prioritize providing a straightforward financial plan that your mom can understand. Our goal is to give you valuable insight into how much your net worth has grown, financial action items to work on, and how your portfolio has advanced. We are committed to ensuring that you have a clear understanding of the action items that came out of our discussion.