WorthNet Partner Advisers: Wealth Management
Create Your Comprehensive Financial Plan with StoneBridge Advisors
StoneBridge Advisors* works with individuals and families to create comprehensive financial plans that support confident decision-making over time. With more than 25 years of experience, the firm takes a planning-first approach, combining personalized strategy and ongoing guidance to help clients stay aligned as goals, priorities, and life circumstances evolve.
About StoneBridge Advisors
Building Your Financial Plan for Any Stage of Life
StoneBridge Advisors* is a financial planning firm with more than 25 years of experience delivering thoughtful, client-centered guidance. Led by industry veterans Sarah Cicero and Michael Ward, the firm takes a planning-first, relationship-driven approach, helping clients develop personalized financial strategies and portfolio management aligned with their goals and values.
StoneBridge specializes in comprehensive financial planning and long-term guidance, building coordinated roadmaps that integrate life milestones – such as retirement, education, and charitable giving – with investment management, tax-aware strategies, and legacy planning. The team serves clients across the wealth and income spectrum, from educators navigating 403(b) plans and pensions, to young families building a financial foundation, to high-net-worth professionals, small business owners, and retirees seeking disciplined asset management and proactive planning while focusing on their careers and families.
Known for its accessibility and high-touch service model, StoneBridge emphasizes responsiveness, continuity, and a deep personal commitment to every client relationship.
Meet the Team
Comprehensive Planning Solutions Designed for Your Life Goals
Sarah L. Cicero, CFP®, CFA®
Strategic Planner, Your Investment Partner
As President and Managing Partner of StoneBridge Advisors*, Sarah Cicero works with individuals and families to translate financial goals into structured plans that support both near-term priorities and long-term objectives. She brings a disciplined approach to financial planning and portfolio management, helping clients balance growth, risk, and flexibility as circumstances evolve. Sarah is known for her ability to break down complex financial topics and provide clear, actionable direction throughout life transitions. She holds the CFP® and CFA® designations and plays an integral role in shaping StoneBridge’s planning-first approach, working closely with clients to help ensure their financial strategies remain aligned over time.
Michael W. Ward, CLU®, ChFC®, CFP®
Long-Term Financial Strategist
As Chairman and Founding Partner of StoneBridge Advisors*, Michael Ward focuses on helping individuals and families develop coordinated financial plans that support long-term goals and evolving priorities. With more than 25 years of experience, he works closely with clients to align investment strategy, retirement planning, and broader financial decisions into a cohesive framework designed to adapt as life changes. Michael is known for his steady, relationship-driven approach and his ability to simplify complex financial considerations into practical next steps. He holds the CLU®, ChFC®, and CFP® designations and is actively involved in guiding clients through important financial decisions with consistency and care.