Stone Bridge Asset Management, LLC

Stone Bridge Asset Management offers personalized financial planning, portfolio management, financial coaching, and general consulting services to individual clients, alongside institutional retirement plan advisory services. Founded in 2011 and based in Chattanooga, Tennessee, Stone Bridge builds long-term investment portfolios primarily using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. The firm emphasizes a tailored approach by evaluating each client's financial circumstances, risk tolerance, and goals before developing a customized investment plan. Clients can choose between discretionary management—where Stone Bridge makes trades on their behalf—or non-discretionary management, requiring client approval prior to trades. In addition to traditional portfolio management, Stone Bridge provides financial coaching for young professionals focusing on budgeting and debt management, stand-alone financial planning, and specialized strategies like volatility-based investing. The firm also offers access to third-party model portfolios and separate account managers for additional investment styles. Stone Bridge acts legally required to act in your best interest as a registered investment advisor when providing advice on retirement accounts.