Most financial advisors start with numbers. At Thrive, we start with you. Your goals, your values, and your vision for the future come first. Because your wealth should fuel the life you want, not the other way around.

In this short video, Mike Ptaszenski, CFP®, MBA, introduces our iThrive Life Planning Process™—a clear, four-stage framework designed to simplify decisions, reduce stress, and keep your financial life aligned with what matters most.

Watch the video now to see how this process can help you move forward with confidence.

About Mike 

Mike Ptaszenski, CFP®, MBA, is a Co-Founder and Managing Partner at Thrive Wealth Management, LLC, a boutique financial planning firm in Audubon, Pennsylvania. Clients love working with him because of his genuine approach, built on trust and transparency, and the personalized attention he provides to help them feel confident about their financial future. For Mike, the most rewarding part of his work is seeing clients reach milestones they once thought were out of reach. He takes pride in simplifying complex choices and providing clarity, so clients feel confident moving forward. What motivates him each day is knowing that his work directly impacts clients’ quality of life and provides the peace of mind that comes from having a clear financial path.

Mike co-founded Thrive in 2013 after years in the financial services industry and has dedicated his career to helping individuals and families simplify complex financial decisions and enjoy lasting success. In addition to the CERTIFIED FINANCIAL PLANNER® designation, he holds a BSBA in Finance from the University of Pittsburgh and an MBA in Finance from Saint Joseph’s University. When he’s not working, he enjoys spending time with his wife and three daughters in Collegeville, PA, and staying active outdoors. To learn more about Mike, connect with him on LinkedIn.