Divorce Financial Planner in Audubon & Blue Bell, PA

Divorce—especially when significant assets are involved—can be one of life’s most overwhelming transitions. If you’re uncertain about what your financial future holds, you’re not alone. These moments are difficult, and it’s okay to need support.

It’s time to protect what matters most and move forward with clarity. Our team of financial advisors in Greater Philadelphia is here to help you make informed decisions, reduce financial uncertainty, and build a new foundation—with full transparency at every step.

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Thrive Wealth Management helps affluent divorcees with their financial planning.

Collaborative Divorce Planning for High-Net-Worth Individuals

Life after divorce isn’t just about surviving. It should also include a path toward stability and growth. Done right, you’ll get the support and guidance needed to soon be thriving. Our hands-on financial planning is customized to your needs and your lifestyle. There’s no pressure. Just clear, thoughtful strategies designed for your future.

We specialize in helping individuals with over $1 million in investable assets. If you’re looking to follow an agreed-upon course and want a long-term partnership, we’re here to help.

Together, we can work through key planning areas such as:

Asset Division Guidance
Dividing assets can be one of the most challenging aspects of divorce. Together with your attorney, we help you understand what's marital vs. separate property, and advocate for fair division strategies that reflect your priorities and protect your future.
Business and Private Practice Valuation Support
If you own a business or practice, we work with valuation experts and legal professionals to assess its worth and provide informed input for settlement negotiations.
Executive Compensation and Stock Options
Pharmaceutical and corporate professionals often have complex compensation packages. We help you evaluate and divide stock options, RSUs, deferred comp, and pensions accurately and strategically.
Spousal Support and Cash-Flow Planning
Understanding what you’ll owe—or be owed—is critical. We forecast income, taxes, and lifestyle needs so you can negotiate and plan from a position of strength.
Real Estate Decisions
Should you keep or sell the house? We’ll help you look beyond the emotion and evaluate the long-term financial implications of property division.
Tax Planning During Divorce
Divorce can trigger a range of tax issues. We identify the tax impact of settlements, alimony, and asset transfers in our efforts to help you minimize surprises and maximize your assets.
Estate and Beneficiary Updates
Divorce is a natural time to revise your estate documents and account beneficiaries. We guide you through the necessary updates so everything reflects your new circumstances.
Coordination With Your Legal Team
We’re not attorneys, but we’re your financial ally throughout the legal process. We work hand-in-hand with your divorce attorney, CPA, and other professionals to ensure every angle is covered.
Post-Divorce Investment and Retirement Planning
Once the dust settles, it’s time to refocus on your goals. We help you rebuild with tax-efficient investing, retirement planning, and a financial road map that supports your independence and peace of mind.

What Our Clients Say About Us


“I have worked with Steve and the Thrive team for over 10 years. We have worked together both personally and with mutual clients. Their approach to wealth management is comprehensive, thoughtful, proactive and creative. One of the greatest aspects of working with Steve and Thrive is that they carefully listen to the needs and goals of each client and craft an approach that meets those needs and goals. I would not hesitate to recommend them to any individual or company looking for wealth management and financial planning services.”

 

*Uncompensated testimonial of actual client

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Frequently Asked Questions About Divorce Planning

If you have significant assets, own a business, or have complex compensation, a financial advisor could be essential. We can help protect your interests and bring clarity to financial decisions during a high-stress time.

Absolutely. We complement the legal work by focusing on the financial side—modeling settlement scenarios, providing documentation, and offering expert insights your attorney can use to strengthen your case.

We break down the true value of your assets—including tax considerations and long-term growth potential—so you can negotiate effectively and avoid costly mistakes.

We’re long-term partners and will continue walking this road with you. Our post-divorce services include investment management, retirement planning, estate updates, and continued tax strategy—all focused on helping you thrive in your next chapter.

We specialize in divorce financial planning for high-net-worth individuals in the Philadelphia area—including pharmaceutical professionals, corporate executives, and independent women—who are going through a divorce or have recently finalized one, typically with $1 million or more in investable assets. Many of our clients have complex assets to divide, like retirement accounts and company stock, and want to understand each decision’s long-term impact before they sign. Our team includes Steve Erfle, CFP®, CDFA™, a Certified Divorce Financial Analyst™, and we meet with clients at our Audubon and Blue Bell offices.

Let’s Build a Brighter Financial Future

Divorce is a turning point—and it can also be an opportunity. We’re here to help you protect what you’ve built, make empowered decisions, and move forward with peace of mind. Our team serving Greater Philadelphia is ready to walk beside you, step by step. Talk with our Certified Divorce Financial Analyst® at our Audubon or Blue Bell office.

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