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Stephen P Erfle CDFA®, CFP®, MBA
Thrive Wealth Management, LLC
350 Sentry Parkway |
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As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst®, Steve counsels individuals and families in all facets of financial planning. This includes investment management, divorce planning, retirement planning, philanthropic planning, risk management, and estate planning. Steve is passionate about helping his clients go from confused and overwhelmed to confident and in control. Steve started his professional career 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 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, 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 founded Thrive Wealth Management, LLC. Thrive's team of 15 people deliver holistic financial planning and independent investment management. As of 2024, the firm serves 700 households and manages $1.2M of client assets. Steve currently resides in Blue Bell, PA with his wife and four children. In his spare time, he enjoys being with his family, coaching youth basketball, and playing basketball & golf. |
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800.875.1760
