Steve Erfle
Building Plans to Improve Lives | For Driven People Ready To Take Action | We Do More Than Manage Your Money
- Role
- Managing Partner at Thrive Wealth Management, Llc
- Location
- Norristown, PA, US
- LinkedIn followers
- 500 followers
About Steve Erfle
As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, Steve…
Experience
Managing Partner
Oct 2013 — Present · Audubon, PA, 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 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.
Education
Saint Joseph's University
MBA, Business
2004 — 2007
Ursinus College
BA, Economics
1999 — 2003
Skills
- Investment Management
- Management
- Asset Allocation
- Insurance
- Risk Management
- Estate Planning
- Leadership
- Business Development
- Real Financial Planning
- Golf
- Basketball
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