David has identified an issue that the financial industry is currently lacking in. Retirees and Pre-retirees are looking for a trusted fiduciary, a central resource to answer their questions and guide them with the attitude of a steward during the retirement income stage of life. This includes issues related Social Security, Medicare, taxes, LTC, longevity, investment risk management, and more.
David decided to focus on that by being first an educator and advocate for the baby boomer community though his firm, Thrive Financial Services. Additionally, by building a firm around that idea, to support that goal; the trusted authority to those looking for peace of mind in retirement.
Through his leadership, Thrive has grown into a leading retirement income planning and investment specialty firm with 6 financial planners, a staff of 23 and 4 offices. He is a host of the Thrive Retirement Roadmap show
on WPHT Talk Radio 1210, educating and bringing light to current events that can affect retirement. He is also the co-author of #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind.”
Thrive has been featured in the Wall Street Journal, Kiplinger’s Magazine, Philadelphia Magazine, 6ABC's Weekend Extra and the Inc. 5000 list as one of the area’s top Financial Advisors as well as one of the top Registered Investment Advisory firms