Steve Erfle, Cfp®, Cdfa™ Email & Phone Number

Audubon, Pennsylvania, Us

Thrive Wealth Management, LLC. is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. During your life you will be faced with multiple financial decisions, a few of these will be so important, a missstep could be detrimental to your success. Thrive will consider your entire financial picture, lay out your options, and partner with you to help make the right decisions.Thrive is an independent registered investment adviser. Controlling cost is an important part of building wealth. We are very mindful of our fees and are committed to being transparent and fair. We do not sell investment products or receive investment sales commissions from third parties. For investment management services, we are only compensated by our clients.

Irving, Texas, Us

At United Capital, Steve managed money and built comprehensive financial plans for high net worth individuals.

Plymouth Meeting, Pennsylvania, Us

At Legacy, Steve helped ultra high net worth families protect and grow their wealth through sophisticated estate planning and investment strategies.

Oaks, Pa, Us

At SEI, Steve helped financial advisers outsource their back office and access SEI's institutional money management platform. Steve also worked with institutions to manage their investment assets and liabilities.

Collegeville, Pa, Us

At Ursinus, Steve recruited and developed basketball players. Steve also helped coach the team to Centennial Conference Championships in 2005 and 2006.

Mba, Business

Ba, Economics

Education record

Education record