Steve P. Erfle, CFP^®

CDFA™

Managing Partner

Thrive Wealth Management, LLC

1000 Madison Ave, Ste 208
Norristown, PA 19403-2426

FINANCIAL ADVISOR'S WEBSITE

www.thrivewealth.com

(215) 376-5530

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Our fee schedule starts at 0.25% (per quarter) for the first $500,000 we manage. For additional fee schedule information, go to www.thrivewealth.com

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$300,000

General

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

Clients First
Trustworthy
Knowledgeable
Dependable
Emotional Fortitude

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