Stephen McDade (CFP®)
Stephen McDade focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
Do you believe that making important financial decisions has a significant impact on your life?
Would you like to know that your financial life is on the right track?
Is it important to you to have a financial advisor who is a partner you can trust?
My name is Steve McDade, and I am the co-founder of Foundation Wealth Management, LLC, a successful, independent wealth management firm based in the heart of downtown Media, Pa. I believe that comprehensive financial planning is the key to reaching financial independence.
As a Certified Financial Planner, I help people organize their financial lives, how to focus on what's important, and keep them on track. Together, we think through financial decisions, what their impact will be, and then help implement the plan.
I enjoy relieving the frustration, confusion and angst many people have around their money and personal finances. At Foundation Wealth Management, we prefer holistic planning over "financial predictions," meaning we partner with clients and provide direction in all aspects of their financial lives. My passion is creating a trusting, collaborative relationship with a client and building a strong financial plan.
Additional Information
Our clients can expect order and organization of their finances, to be kept accountable by following through on action items, a solid education on financial topics, and the peace of mind that comes from having me as trusted, fiduciary advisor.
Early in my career, I visited the workplace to educate employees about the importance of having a financial plan and saving for retirement. I have developed financial plans for a wide array of people: retirees, doctors, teachers and corporate executives.
NAPFA Start Date
August 19, 2015
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.