Contact

Steve Erfle, CFP®, CDFA™, MBA

Managing Partner

215-376-5530
610-389-4380

Mike Ptaszenski, CFP®, MBA

Managing Partner

215.376.5530
484-680-7036

Loretta Hutchinson CFP®, CDFA™, NCC

Partner

215-376-5530

Norman MacQueen, MBA

Financial Advisor

215-376-5530
484-437-1232

Michael Stanton, CFP®

Financial Advisor

267-664-2609

Mary Ann McCallister

Client Services & Operations Manager

215-376-5530
610-772-004

Office Locations

2650 Audubon Road
Audubon, PA 19403


1669 Edgewood Road Suite#202
Yardley, PA 19067

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Quick Message

Thrive Wealth Management, LLC’s (Thrive) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  Thrive provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Thrive is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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