Our Story

About Us

Thrive was founded by a team of financial service professionals that saw huge injustices in the financial industry, and we believe we can rectify this problem by educating and presenting a better way to help people reach their financial goals. We are a holistic retirement firm specializing in Retirement Income Planning, Investment & Risk Management, Forward Tax Planning, and Legacy Planning.

Retirement income planning and wealth strategies is what we do. Multi-disciplined integrated financial strategies are what we provide. Letting people know with certainty they are going to be ok is who we are.

David Bezar

Senior Managing Director

"We often work with people who have saved for retirement who aren’t sure of the next steps. They feel uncertain and overwhelmed by the number of decisions needing to be made around retirement. We specialize in retirement income planning and wealth management strategies, with a common goal of letting people achieve certainty that they are going to be OK. Our mission is and always has been to provide exceptional customer service, trusted advice, and cost-effective financial strategies to families, individuals, and small-business owners.

Once we understand your financial situation, we can then help you decide which products and services fit within your financial strategy. At Thrive, our experienced professionals are not just knowledgeable about finances, we understand the importance of confidence in your financial future. It doesn’t happen overnight and, in many cases, you will be stretched to think bigger and differently about your finances than ever before. You’ll get to see what’s possible with our team and a great plan that’s simple to understand."

We have the profound opportunity to help you turn problems into possibilities. That’s why we do what we do.

OUR MISSION

At Thrive Financial Services, our mission is to be recognized as the preeminent financial planning firm in providing exceptional customer service, trusted advice, and cost-effective solutions to families, individuals, and small business owners.

OUR VISION

“We create peace of mind so you can have a worry-free retirement.”

2011

Thrive was founded in 2011 with the hopes of advocating for better financial education.

2014

The first office was opened in King of Prussia, Pennsylvania.

2015

Thrive Capital Management was formed.

2016

Our first head quarters in Fort Washington was opened and we were featured in and received an award from the Wall Street Journal.

2017

We became specialized insurance providers in 2017 & opened our other offices in Cherry Hill, Exton, and Yardley.

2019

We were featured in a Kiplinger magazine article with the goal to inform as many people that we can to help prepare them for retirement.

2020

We were inducted into the Inc. 5000 list as No. 1503 for one of the nation's fastest-growing private companies! We were featured on 6abc for the first time and continue to appear on 6abc.

Thrive submitted applications and paid application fees to be considered for the Inc. 5000 Fastest Growing Companies award. The award results were independently determined by the organization's criteria (https://www.inc.com/inc5000/apply/guide) and the information Thrive provided in the applications. Thrive received the Inc. 5000 awards in 2020, 2021, and 2022.

2021

Inducted for the second time in a row on the Inc. 5000 list.

2023

Moved our Head Quarters to a new office for our expansion of our company, alongside with the announcement of Thrive 2.0

2024+

We are excited to see where our future takes us with you as our clients. Stick around to find out!

Want to See What’s Possible With Thrive? Let’s Connect!

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