Steve Erfle

Steve Erfle, CFP®, CDFA™, MBA, is the Co-Founder and Managing Partner at Thrive Wealth Management, LLC, headquartered in Norristown, PA. In this capacity, he leads a team dedicated to holistic financial planning, with a special emphasis on investment management, retirement planning, tax and estate strategies, charitable giving, risk management, and divorce financial consulting. His client base includes high-net-worth individuals seeking tailored solutions for complex financial and family dynamics.

Prior to launching Thrive Wealth Management in 2013, Steve gained significant experience at firms such as SEI Investments, Legacy Advisors, and United Capital Financial Advisers, sharpening his expertise in wealth management, multigenerational wealth transfer, and estate planning. At Thrive, he is recognized for delivering comprehensive and independent advice across traditional and alternative investment asset classes, with notable experience guiding clients through life transitions such as divorce and inheritance.

Steve holds an MBA in Finance from Saint Joseph’s University and a BA in Economics from Ursinus College. He is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst™, which underscores his credentials in detailed financial analysis and interpersonal advisory work, particularly as it pertains to family law, estate strategies, and tax-efficient investing.