Profil
Mr. Stephen P.
Erfle is a Managing Partner at Thrive Wealth Management LLC.
He counsels individuals and families in all facets of financial planning.
This includes investment management, retirement planning, charitable giving, risk management, tax planning, estate planning, and divorce consulting.
He is passionate about helping his clients go from confused and overwhelmed to confident and in control.
Mr. Erfle began 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, he assisted investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.
He then moved on to Legacy Advisors to help expand and deliver holistic financial planning.
He 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 Legacy Advisors, he 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, he 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.
After years of valuable industry experience, he co-founded the firm in 2013.
He completed his undergraduate work at Ursinus College (BA in Economics) and graduate work at Saint Joseph’s University (MBA in Finance).
Aktive Positionen von Steve Erfle
Unternehmen | Position | Beginn |
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Thrive Wealth Management LLC
Thrive Wealth Management LLC Investment ManagersFinance Thrive Wealth Management LLC (Thrive) is an independent registered investment advisor headquartered in Audubon, Pennsylvania. The firm was founded by Stephen “Steve” Erfle in 2013. Thrive offers investment advisory services, retirement plan consulting services, and financial planning and related consulting services to its clients, who generally include individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Gründer | 01.01.2013 |
Ausbildung von Steve Erfle
Ursinus College | Undergraduate Degree |
St. Joseph's University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 1 |
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Thrive Wealth Management LLC
Thrive Wealth Management LLC Investment ManagersFinance Thrive Wealth Management LLC (Thrive) is an independent registered investment advisor headquartered in Audubon, Pennsylvania. The firm was founded by Stephen “Steve” Erfle in 2013. Thrive offers investment advisory services, retirement plan consulting services, and financial planning and related consulting services to its clients, who generally include individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Finance |