Nathan Bailey, CFP®, CRPC®
I help clients bring clarity and confidence to their financial lives
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
I help clients bring clarity and confidence to their financial lives
Areas of Focus
- Business Owners
- Cash Flow
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Nathan Bailey, CFP®, CRPC®
Hi, I'm Nathan Bailey. I joined Stonebridge as a Financial Advisor in June 2026 and bring several years of experience in the wealth management and investment services industry.A graduate of Messiah University, I studied Business Administration with a concentration in Finance. I earned my Certified Financial Planner (CFP®) designation in 2025 and also hold the Series 66 license and Chartered Retirement Planning Counselor (CRPC®) designation.
I enjoy helping clients bring clarity and confidence to their financial lives through thoughtful, comprehensive planning. My work covers investments, risk management and insurance, cash flow, estate planning, and tax planning – but what matters most to me is the relationship behind the plan. I am committed to helping clients feel heard, understood, and supported as they work toward the goals that matter most to them.
Outside of the office, family is at the center of my life. I live in New Cumberland, Pennsylvania, with my wife and two children. In my free time, I enjoy hiking, spending time outdoors, and cheering on Penn State football.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
1550 E Market Street, York, PA 17403
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. A complimentary discovery meeting allows us to discuss your needs and determine how we can help you build a solid financial foundation.Offers Investment Management
Yes
About Stonebridge Financial Group
At Stonebridge Financial Group, we put our clients’ interests first and develop customized strategies to help individuals and businesses succeed financially.Our Mission
The epitome of lasting strength and security, stone bridges offer travelers a simple path to their destinations. At Stonebridge Financial Group, our mission is to stay true to our namesake and work for our fellow employees and clients to build solid and lasting foundations that lead to financial independence and a better community.
What Sets Us Apart?
✔ Service
We are responsive, so when you call the office, a knowledgeable team member will be here to help. Our managers are limited in terms of the number of clients they can work with to ensure prompt service and strong relationships. Our service team members are some of our longest-tenured employees.
We combine professionalism with personality to give our clients a one-of-a-kind experience. We spend a lot of time with the clients we work with because we understand the importance of caring for the wealth they have accumulated. Acting as a trusted advisor, we provide individualized strategies designed to work with tax and estate goals in mind so that our clients’ money can last throughout their lifetimes and for generations to come.
✔ Integrity
We invest for our clients the way we invest for ourselves and our families. Our duty is to deliver to our clients what we would want if the relationship were reversed.
Stonebridge Financial Group cares about the integrity of our client relationships, and we build on the trust we earn from you. We pledge to uphold the highest ethical values to ensure you receive honest, equitable insights to help coordinate your financial plans. There is always room for growth, which drives us to pursue continuing education opportunities that further our professional development. Our commitment to the community reflects another way we look out for you. Every member of our team volunteers in and supports their community, which brings us closer to you, too.
✔ Security
We proactively communicate with our clients in all market conditions. We understand how to navigate the market’s ups and downs and help clients achieve their financial goals.
We understand that every person has a different relationship with their finances, and we take an individualized human approach to develop strategies that accomplish your goals while being sensitive to your individual feelings about money. Working closely with your other trusted advisors such as CPAs and attorneys, we act as a quarterback to coordinate your financial plan. Wealth management goes way beyond investing prudently, and we invite you to experience the Stonebridge difference yourself.
--
Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, an SEC-Registered Investment Advisor. HR & Payroll services are provided by Stonebridge HR Solutions dba Stonebridge Payroll Solutions. Stonebridge Financial Group may transact business in states where it is registered, exempt or excluded from registration. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Stonebridge Financial Group are unaffiliated entities. Stonebridge HR Solutions is a subsidiary of Stonebridge Financial Group.
Education
Messiah University, Bachelor of Science - BS, Business Administration (Finance Concentration)
Hobbies and Interests
- Family
- Football
- Hiking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
