SevenBridge Financial Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), established in August 2015. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. SevenBridge acts as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides wealth management services, investment management services, retirement plan advisory services, and financial planning services. Clients may receive comprehensive financial planning and consulting services, discretionary management of investment portfolios, and access to a broad range of investment products. The firm does not charge performance-based fees and primarily uses fundamental analysis in developing investment strategies. SevenBridge may utilize third-party sub-advisors for asset management services and back-office support. The firm recommends establishing accounts with Charles Schwab & Co., Inc. or Fidelity Clearing & Custody Solutions as qualified custodians. Clients are billed based on a fee schedule ranging from 0.80% to 1.50% of assets under management for wealth management services. The firm does not have a minimum relationship size requirement. The firm's Managing Partner and Chief Investment Officer, Charles R. Eberly, and Managing Partner and Chief Financial Officer, Justin A. Ferraccio, have extensive backgrounds in finance and are dedicated to providing investment advisory services to clients. The firm has a Privacy Policy in place to protect clients' personal information and maintains security measures to safeguard data. Clients can limit the sharing of their personal information for certain purposes. SevenBridge does not sell personal information to third parties and does not disclose information for marketing purposes.

Fischer Financial Services, Inc. is a registered investment adviser founded in 1986 by Frederick D. Fischer, offering investment management services to institutions and individuals on a fee-for-service basis. The firm manages various account types, including Individual, Joint, IRAs, Corporate, and Trusts. They provide non-discretionary investment management services for pension plans and offer personalized strategies tailored to each client's financial needs. Fischer Financial Services follows an investment philosophy focused on achieving optimal returns with minimal risk, emphasizing long-term holding and careful selection of securities. Their fee structure is based on the account's market value, with minimum account sizes ranging from $250,000 to $5,000,000 depending on the account type. The firm operates as a fiduciary, acting in the best interests of clients and ensuring compliance with federal and state securities laws. Clients receive regular communication, performance monitoring, and access to detailed reports. Fischer Financial Services does not engage in performance-based fees, side-by-side management, or soft dollar arrangements. They do not have custody of client funds but exercise investment discretion with limited power of attorney. Clients have the option to vote on securities or delegate proxy voting authority to the firm. The firm's professionals, including Frederick D. Fischer, William B. Angino, and Thomas K. Baldwin, work together to supervise advisory activities, ensuring compliance with regulations and maintaining a client-focused approach to investment management.

Grandview Asset Management LLC is a financial advisory firm based in Harrisburg, Pennsylvania. It currently has approximately $219,044,007 of assets under management and employs about 8 people. Grandview Asset Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.