Andrew Stephens, Financial Planner, joined Thrive Financial Services in 2018 with a Bachelor of Business Administration (B.B.A.) in Finance from the University of Houston. Bringing experience from both AXA Advisors and J.P. Morgan Chase, Andrew has been helping clients achieve their financial dreams for over seven years. Andrew works primarily with clients who have diligently saved for retirement but need help defining and transitioning into the next phase of life. He educates his clients on how and when to take Social Security, understands Medicare, and leads them through the complex challenges of strategically drawing down investments in the face of rising inflation, changing tax legislation, healthcare concerns, and uncertainty. As a fiduciary, Andrew holds face-to-face and virtual appointments, using a “tailored for you” approach to offer personalized guidance and financial advice and to help clients know that they are going to be OK in retirement.
He effectively transforms his clients’ problems into possibilities by having the conversations they didn’t know they needed to have and asking the questions they didn’t know they needed to ask. Andrew lives in Downingtown, Pennsylvania with his fiancé Stephanie, and their puppy, Cammie. When not at work, you can find Andrew on the golf course or anywhere outside being active.
Andrew Stephens, Financial Planner, joined Thrive Financial Services in 2018 with a Bachelor of Business Administration (B.B.A.) in Finance from the University of Houston. Bringing experience from both AXA Advisors and J.P. Morgan Chase, Andrew has been helping clients achieve their financial dreams for over seven years. Andrew works primarily with clients who have diligently saved for retirement but need help defining and transitioning into the next phase of life. He educates his clients on how and when to take Social Security, understands Medicare, and leads them through the complex challenges of strategically drawing down investments in the face of rising inflation, changing tax legislation, healthcare concerns, and uncertainty. As a fiduciary, Andrew holds face-to-face and virtual appointments, using a “tailored for you” approach to offer personalized guidance and financial advice and to help clients know that they are going to be OK in retirement.
He effectively transforms his clients’ problems into possibilities by having the conversations they didn’t know they needed to have and asking the questions they didn’t know they needed to ask. Andrew lives in Downingtown, Pennsylvania with his fiancé Stephanie, and their puppy, Cammie. When not at work, you can find Andrew on the golf course or anywhere outside being active.