Steve P. Erfle,  CFP<sup>&reg;</sup> - Financial Advisor

Steve P. Erfle, CFP®

CDFA™

Managing Partner

Thrive Wealth Management, LLC

2650 Audubon Road
Audubon, PA 19403
FINANCIAL ADVISOR'S WEBSITE
(215) 376-5530

General

Steve Erfle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Thrive Wealth Management, LLC in Audubon, PA and the surrounding communities.

Financial Advisor Overview

Thrive Wealth Management's mission is to be our clients' personal guide, leading them to financial prosperity every step of the way. We do this through the iThrive Life Planning Process™, a comprehensive and interactive experience leaving you with direction. Clients come to us confused and overwhelmed and leave confident and in control.
 
Thrive Wealth Management Core Values:
  1. Clients First 
  2. Trustworthy
  3. Knowledgeable
  4. Dependable
  5. Emotional Fortitude
 

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Financial Advisor Experience

Steve started his professional career in 2003 as a relationship manager with SEI Investments, a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. At SEI, Steve assisted investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.
 
Steve joined Legacy Advisors in 2007 to help expand and deliver holistic financial planning. Steve worked directly with Legacy’s ultra high net worth clients to help them accomplish their objectives regarding family, lifestyle, business continuity, asset planning, and ultimate estate distribution.
 
After leaving Legacy Advisors in 2011, Steve accepted an opportunity to team up with United Capital Private Wealth Counseling to grow their wealth management services in the Philadelphia area. At United Capital, Steve successfully established many relationships with high net worth individuals and helped them progress towards and realize their goals by focusing on what matters and what they can control.
 
In 2013, Steve co-founded Thrive Wealth Management, an independent comprehensive financial planning firm.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst (CDFA™)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources