Broker Check

Our Team

We’re not your ordinary Financial Advisors. We’re committed to an above and beyond service experience, a holistic approach, and objective, high-quality advice, just like you’d expect.

What you may be surprised to experience is that we also have a lot of fun. Our clients enjoy meeting with us because each client is a part of our family.  We have systems and processes that allow us to personalize your experience and create a tailored relationship for each client by having a team of outstanding individuals.

Melissa J. Stein, CFP®, CRPC®

Principal & Financial Advisor

melissa@steinwealth.com

Melissa Stein founded Stein Wealth Advisors, LLC, after working successfully as a financial advisor for a major financial services firm in the Pittsburgh, PA, area. Her ability to earn the trust and respect of numerous clients and...

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Joshua R. Stein, CFP®, CRPC®

Principal & Financial Advisor

josh@steinwealth.com

After graduating with honors from the University of Pittsburgh, Josh’s interest in investments led him to join a large investment management firm as a Financial Advisor. Soon after joining the firm Josh completed his Series 7 and...
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Kimberly T. Moore

Client Relationship Manager, Insurance Specialist, & Notary

kimberly@steinwealth.com

Kimberly T. Moore (Kim) joined Stein Wealth Advisors in April 2013 as Office Manager.

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Heather Grandon

Office Manager / Event Planner

heather@steinwealth.com

Heather L. Grandon joined Stein Wealth Advisors in January 2015. Her responsibilities include providing first class client service, addressing basic client requests, calendar management,...

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