Stephanie B. Wade, AIF®, RICP®

Financial Advisor

Stephanie believes that an unparalleled level of service is the key to successfully maintaining her long term client relationships. Since 1993, Stephanie has built a solid reputation of loyalty, integrity, and trust with her clients. Her mission is clear; to give her clients competitive and innovative solutions to their benefit and pension needs. To accomplish this, Stephanie brings each client through a process involving in-depth analysis, careful planning, and the appropriate solutions and recommendations tailored to meet each company's unique situation.

Professional Services

  • Fully Insured and Self Funded Benefit Solutions
  • Benefit Package-Creation and Implementation
  • 401(k) and Pension Planning
  • Qualified and Non-Qualified Plan Services
  • Individual and Business Analysis

Personal Information

  • B.A., Business Management, Widener University (1992)
  • 1st Degree Black Belt-Kempo Karate

Along with being fortunate enough to work with her father Tom and brother Brett every day, Stephanie has been blessed with a loving family; including her husband Urlin and three children Ethan, Erin and Tanner. When not working, Stephanie enjoys spending time working out, traveling, and plenty of food, wine and music.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

1315461-082020

 

Phone (856) 985-2220
Fax (856) 983-0457