About Us

About Us

Who We Are Serving You
For Decades

James M. Burnett, Jr., CPA and James W. Conrad III, CPA founded the Conrad & Burnett accounting firm in 1973. Conrad Burnett Investment Management was founded in 2002 after recognizing a common challenge among their tax clients: they needed more than tax preparation—they needed thoughtful investment management and comprehensive financial planning to support wise long-term decisions.

As the firm grew, so did its commitment to serving clients with clarity and purpose. In 2014, Jim Burnett partnered with Ben Stewart forming Stonebridge Advisors, LLC, further strengthening the firm’s ability to deliver disciplined investment management and personalized financial planning tailored to each client’s unique goals and circumstances. Ben brought a depth of knowledge in the areas of estate planning, tax law, and complex retirement plans.

In 2018, Stonebridge Advisors, LLC began a strategic partnership with Navigate Wealth Management, expanding resources and expertise while maintaining the firm’s client-first philosophy and commitment to long-term stewardship.

Our Misson

We help families plan and manage money with a stewardship mindset, resulting in clarity, confidence and contentment.

Our Perspective

The Bible speaks authoritatively to every financial decision you will ever make—providing wisdom for the process and principles for the decisions.

When these principles are applied,
families can experience:

  • Contentment under every circumstance
  • Confidence in decision-making
  • Improved communication
  • Freedom from fear about the future
  • Greater long-term generosity
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Meet Your Team

James M. Burnett, Jr

James M. Burnett, Jr., CPA, CFP®

Partner

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R.F. (Ben) Stewart III

R.F. (Ben) Stewart III, JD, LLM (Tax), AIF®, CEBS, CKA®

Partner

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J. Luke Fargason

J. Luke Fargason, CFP®

Partner

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Lisa B. Colvert

Lisa B. Colvert

Client Services Manager

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What Makes Stonebridge Different?

A Biblical Worldview Shapes Everything We Do

A worldview is the core belief system that drives every decision.


We help clients apply God’s wisdom to:

  • Cash Flow Decisions
  • Retirement planning
  • Giving and generosity
  • Wealth transfer
  • Long-term goals

We Teach Principles That Never Change

Economic conditions change. Markets change. Tax law changes.


But God’s principles do not:

  • Spend less than you earn
  • Avoid the use of debt
  • Build margin
  • Set long-term goals
  • Give generously

These transcendent truths guide decisions in every economic environment.

We Ask the Questions That Matter Most

Before discussing investments, we help clients answer the three fundamental questions:

  1. Who owns it?
  2. How much is enough?
  3. Is the next steward chosen and prepared?

These questions shape everything else.

We Integrate Multiple Disciplines Under One Roof

Your financial life is interconnected, so your advice should be too.


We coordinate:

  • Wealth management
  • Tax planning
  • Estate planning
  • Risk management
  • Generosity planning
  • Business planning

…all with a unified biblical philosophy.

Contact UsLet’s Get Started

Our first priority is helping you steward well what has been entrusted to you and your family. We seek to understand your unique circumstances, clarify your goals and honor your convictions, building long-term relationships grounded in trust, wisdom, and open communication.

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