Financial Advisor

A Smarter Way to Practice—and a Better Way Forward

You’ve spent years building trusted client relationships, growing a book of business, anddoing right by the people who rely on you. If you’re at a point where running a firm feelsheavier than serving clients—or you’re thinking about what the next chapter should looklike—StoneRidge Wealth Management offers a different path forward.

We are seeking an experienced Financial Advisor interested in bringing their existingbook of business to a collaborative, well-supported firm where the focus returns toadvice, relationships, and long-term impact—not compliance headaches or back-office demands.

At StoneRidge, we’ve intentionally built a practice that allows advisors to do their bestwork while enjoying the freedom and flexibility they’ve earned.

● Freedom from operational burden

Our experienced compliance, operations, and client service teams handle the administrative complexity—so you can spend your time with clients, not paperwork.

● Outstanding support staff

You’ll be supported by a dedicated, highly capable team that ensures a seamless client experience from onboarding through ongoing service.

● Exceptional peer advisors

Join a group of thoughtful, collaborative advisors who value shared ideas, best practices, and mutual success.

● Flexible transition paths

Whether you want to continue growing, gradually reduce your workload, or create a long-term succession plan, we tailor transitions to align with your goals and timeline.

● A legacy-minded firm

We focus on continuity, client care, and preserving the relationships you’ve built—now and for generations to come.

As a Financial Advisor at StoneRidge Wealth Management, you will maintain and grow your existing client relationships while integrating into a firm designed to support you at every level. This role is highly customizable and built around your vision for the future.

You may choose to:

● Continue actively growing your book with firm support
● Transition into a long-term succession or phased retirement plan
● Merge practices to maintain growth without the stress of ownership
● Focus more on client relationships and less on business management

Client Relationships & Advisory Leadership

● Continue serving your existing clients with the same care, philosophy, and fiduciary commitment they trust.
● Build deeper relationships by spending more time advising and less time managing operations.
● Participate in client meetings with the support of planning, investment, andservice teams.
● Ensure continuity and stability for clients through thoughtful integration and transition planning.

Practice Integration & Growth

● Transition your book of business into a collaborative, team-based environment.
● Leverage StoneRidge’s planning, investment, and technology resources to enhance your client offering.
● Collaborate with fellow advisors on strategy, planning approaches, and best practices.
● Participate in business development as desired, with marketing and operational support.

Long-Term Planning & Succession

● Design a transition plan that aligns with your personal, professional, and financial goals.
● Support the development of next-generation advisors when and if desired.
● Help ensure your clients are cared for well beyond your active years in the business.

StoneRidge Wealth Management offers a comprehensive and competitive benefits package designed to support your professional growth, financial well-being, and life outside of work.

To learn more about our full benefits package, please visit our Benefits page.

StoneRidge Wealth Management is intentionally built for advisors at every stage of their career. We offer the infrastructure, people, and culture that allow experienced advisors to practice at their highest level—without sacrificing balance, flexibility, or peace of mind.

Here, you’ll find:

● A supportive, respectful work environment
● A firm that honors what you’ve built
● A team committed to your clients and your future

If you’re exploring what’s next—and want a thoughtful, flexible conversation about how your practice could evolve—we’d welcome the opportunity to connect.