^{OUR MISSION}
About Us

When you work with Northbridge Wealth, you’re not just hiring advisors — you’re partnering with people who care deeply about your success. We take pride in educating, equipping, and empowering our clients to make confident financial decisions.

^{Who We Are} 60 Years of Experience

Our team combines financial expertise with genuine connection, offering guidance that’s transparent, approachable, and built around what matters most to you.

^{Our Accreditations}
Setting The Standard

Certified Financial
Planner
(CFP®)

Recognized for rigorous training in comprehensive financial planning, including retirement, investments, tax, and estate strategies.

Chartered Life Underwriter
(CLU®)

Specialized in life insurance, risk management, and protection planning to help clients safeguard their families and financial future.

Accredited Investment Fiduciary
(AIF®)

Trained to apply fiduciary best practices and act in clients’ best interests when managing investments and overseeing financial processes.

Certified Family Business Specialist
(CFBS)

Focused on the unique planning needs of family-owned businesses, including continuity, succession, and long-term financial strategies.

^{Meet The Team}
Our People

KSwander@NorthbridgeWealth.com

Let’s Plan What Comes Next—Together

Every decision you make today shapes your tomorrow. Connect with our team to explore personalized strategies designed around your priorities, values, and long-term vision.

^{OUR MISSION}
About Us

^{Who We Are} 60 Years of Experience

^{Our Accreditations}
Setting The Standard

Certified Financial
Planner
(CFP®)

Chartered Life Underwriter
(CLU®)

Accredited Investment Fiduciary
(AIF®)

Certified Family Business Specialist
(CFBS)

^{Meet The Team}
Our People

Matthew A. Miller, CFP®, CLU®, CFBS

Michael S. O’Shaughnessey

Eric L. Nash

Kevin Swander, CFP®

Alexander Carazo

Zachary Golen, AIF®, C(k)P®

Lianna M. Knapp

Daniel Fontenot

Chelsea Waller

Brayden Martinez

Ashleigh Allen

Trevor Hastings

Judy Hunt

Robert Evans, CLU, ChFC, CFBS

Let’s Plan What Comes Next—Together

OUR MISSIONAbout Us

Who We Are 60 Years of Experience

Our AccreditationsSetting The Standard

Certified Financial Planner(CFP®)

Chartered Life Underwriter(CLU®)

Accredited Investment Fiduciary(AIF®)

Certified Family Business Specialist(CFBS)

Meet The TeamOur People

Let’s Plan What Comes Next—Together

^{OUR MISSION}
About Us

^{Who We Are} 60 Years of Experience

^{Our Accreditations}
Setting The Standard

Certified Financial
Planner
(CFP®)

Chartered Life Underwriter
(CLU®)

Accredited Investment Fiduciary
(AIF®)

Certified Family Business Specialist
(CFBS)

^{Meet The Team}
Our People