Jamie Yarbrough
Stonebridge Wealth
Managing Director
Jamie Yarbrough
Stonebridge Wealth
Managing Director
I enjoy the financial planning process, and providing solutions to issues that arise with planning for retirement, a child’s life long needs, through life changes, or for the next big adventure. It bring joy to know that a well designed plan coming together for a client. - Jamie Yarbrough
Fee-Only financial planner located in Greenville, SC, serving clients locally and across the country
Jamie Yarbrough is a Greenville, SC fee-only financial advisor serving clients locally and across the country. Stonebridge Wealth provides comprehensive financial planning, retirement planning, and estate planning to help single parent families, blended families, and special needs families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jamie Yarbrough is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jamie Yarbrough has been providing Financial expertise for over a decade, from big corporate firms to now helping and providing services on a one on one basis, while advocating on a fiduciary level for his clients.
Jamie has an incredible ability to translate complicated financial and tax strategies into plain English. Take complex retirement and planning needs and place them into simple solution. In other words, you can actually understand his answers to your questions.
Outside of work, Jamie enjoys spending time with his family and keeping his children very active. He also enjoys running, biking, swimming as well as serving and participating in his local church.
Stonebridge Wealth Management, Ltd., Co. offers fee-only comprehensive financial planning and wealth council services for individuals, families, small business owners and entrepreneurs. Our highly disciplined approach to market evaluation and risk management have enabled us to design a process that uncovers your full range of financial needs; From wealth creation to protecting and preserving your legacy.
Because we are an independent fee-only firm, we have no ties to any large Wall Street firm. You receive advice unblemished by any conflicts of interest. We are free to make the most suitable recommendations to help you meet your financial goals.
At Stonebridge Wealth Management, there are no sales quotas. We devote the time needed to focus on what’s most important to you, both personally, and financially. As a smaller, boutique advisory firm serving individuals, every relationship is important to us. Together, we define your idea of financial success and present a plan to help you realize your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning & Execution
- Investment Planning
- Estate & Trust Planning and Management
- Special Needs Financial Planning
Ideal Clients
- Special Needs Families
- Single Parent Families
- Blended Families
- Widows/Divorcees
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jamie Yarbrough is an Associate Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jamie Yarbrough is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jamie Yarbrough
Office Locations:
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PO Box 191
Greenville, SC 29602
