Building Plans
To Improve Lives

I'm Ready To Thrive

We Do More Than Manage Your Money.

Find out more in our video:

iThrive Life Planning Process™

To learn more about each step,

check out our video or click on the appropriate arrow below:

Vision

Where do you want to go?

Awareness

Are you headed in the right direction?

Plan

What adjustments can you make today to achieve your vision?

Implement

How do you make these changes to match your goals?

Monitor

How do you stay on path and account for life changes?

Learn More About Our Process

Services

Financial Planning

Investment Management

401(k) Planning

Divorce Planning

Featured in the Press

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Meet The Team

Steve Erfle, CFP®, CDFA™, MBA

Managing partner

Mike Ptaszenski, CFP®, MBA

Managing partner

Loretta Hutchinson, CFP®, CDFA

Partner

Matt Donahue, CFP®

Relationship Manager

Christian Dekker

Financial Planning Associate

Matt Fatz, CFP®

Financial Planner

Jack Green

Financial Planning Associate

Brian Hipwell, CFP®

Relationship Manager

Norman MacQueen, MBA

Financial Advisor

Amanda McKay

OFFICE ADMINISTRATOR

Missy Pohlig, CFP®

Financial Planner

Michael Stanton, CFP®

Financial Planner

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^{Our Fees}

^{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, we are only compensated by our clients. The table below reflects Thrive's blended fee schedule for comprehensive financial planning and investment management services.}

^{Assets Under Management}	^{Annual Fee}
^{First $0 - $500,000}	^1.0%
^{Next $500,000 ($500,001 - $1,000,000)}	^0.80%
^{Next $500,000 ($1,000,001 - $1,500,000)}	^0.70%
^{Next $500,000 ($1,500,001 - $2,000,000)}	^0.60%
^{Next $2,000,000 ($2,000,001 - $4,000,000)}	^0.50%
^{Remaining Assets Exceeding $4,000,001}	^0.40%

^{Certain client circumstances may require a negotiated assets under management fee, flat fee, or separate advice fee. Third party transaction and performance reporting fees may be in addition to our assets under management fee.}

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