Comprehensive Financial Planning in Audubon & Blue Bell, PA
Your Success Requires a Truly Comprehensive Strategy.
The Importance of a True Partner
Plan With Purpose. Grow With Confidence.
Executive Compensation and Benefit Planning
We help you navigate the complexities of stock options, RSUs, deferred compensation, and company benefits. These tools can be powerful wealth-builders—but they require thoughtful planning to integrate into your broader financial picture.
Investment Management and Portfolio Strategies
Your investments should align with your goals, risk tolerance, and timeline. We provide customized, evidence-based investment strategies that focus on long-term growth, tax efficiency, and staying disciplined through all market cycles.
Insurance Planning: Life, Disability, and Long-Term Care
Protecting what you’ve built is just as important as growing it. We help assess your insurance needs (life, disability, and long-term care) and ensure you have the right coverage in place without overpaying for what you don’t need.
Retirement Income Planning and Distribution Strategies
Retirement isn’t just a destination—it’s a new phase of life. We help turn your savings into a reliable income stream, coordinate Social Security and pension benefits, and minimize taxes so you can enjoy the retirement you’ve envisioned.
Estate Planning and Wealth Transfer Strategies
Your legacy matters. Whether you’re looking to care for family, support causes close to your heart, or reduce estate taxes, we work with your legal advisors to structure a plan that honors your wishes and passes on your wealth thoughtfully.
Tax Planning and Tax Optimization Strategies
We take a proactive approach to taxes, helping you make smarter decisions year-round, not just at filing time. From harvesting losses to managing tax brackets and planning charitable giving, we aim to reduce the drag of taxes on your overall wealth.
College Savings and Education Planning
We create education funding strategies that are both tax-smart and flexible. Whether you’re using 529 plans, custodial accounts, or other tools, we’ll make sure your college savings plan supports your larger financial goals.
Charitable Giving and Philanthropic Planning
Giving is one of the most fulfilling parts of financial planning. Whether it’s through donor-advised funds, charitable trusts, or appreciated stock, we’ll help you structure your giving for maximum impact and tax efficiency.
Divorce Financial Planning for High-Net-Worth Individuals
Divorce is among life’s most emotionally and financially challenging transitions. We offer clear, nonjudgmental support to help you understand your options, divide assets fairly, and make confident decisions for your future.
401(k) Rollover & Retirement Plan Advice
Changing jobs or retiring? We help you evaluate your 401(k) rollover options and make the most of your employer retirement plans. Our advice is always tailored to your full financial picture—not just the account in front of us.
Combined Financial Planning & Investment Management Fee
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 combined financial planning and investment management services.
Firm minimum is $1 million.
Assets Under Management
Annual Fee
Let’s Chart Your Course for Financial Success
No matter your starting point or your circumstances, we’re here to help you define what success looks like and then create the road map to reach it. Our fiduciary commitment means your interests always come first, and our proactive guidance ensures you’ll always have the support of a trusted partner.
