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Welcome to Stein Wealth Advisors

Welcome to Stein Wealth Advisors

Your financial life journey has many twists and turns. At Stein Wealth Advisors, we understand the many challenges you face along the way. Our goal is to help you feel confident about your future, pursuing your vision as efficiently as possible. We develop comprehensive, customized financial strategies that address your short-term and long-term goals. Most importantly, we offer ongoing support, unbiased advice and objective guidance.



On Thursday evening, March 19, 2020, Pennsylvania Governor Tom Wolf ordered the shutdown of physical operations at all non-life-sustaining businesses to slow the rapidly increasing spread of Covid-19.

This order impacts Stein Wealth Advisors physical office and will remain in place “until further notice” from the Governor’s office.

Stein Wealth Advisors is very well prepared and equipped to work remotely while managing your portfolios, providing timely financial advice and serving your needs. 

What You Need to Know

Virtual Office Although our physical office location will not be staffed, we will be fully operational from our homes. We have full access to our web-based applications and offsite, secure data centers.

Phone Calls

Our office phones are being forwarded to our entire staff’s cell phones to ensure we are here to answer your calls. If you happen to not reach someone, please leave a voicemail and we will return your call as quickly as possible. As you can imagine, we are fielding many phone calls and emails at this time. We are also always available via email. Feel free to continue to email us as usual or you can always send an email to and we will forward the information to the necessary person.

Paperwork & Mail

Processing of mail sent to our office may be delayed however we will be doing our best to ensure that any paperwork gets processed as timely as possible. If you plan on mailing a check to our office, we ask that you let us know in advance so that we can monitor the mail as best as possible.

Weekly Webinars with Josh & Melissa 

We had a lot of positive feedback about the previous webinars we have been conducting. Therefore, we will be continuing them every Tuesday and Friday at Noon. Please check your email for more information and dial-in instructions. You can also listen to previously recorded webinars on our website by clicking on the link below

COVID-19 Resource Center

We will be posting timely and important COVID-19 information and resources on our website. Please click the link below to view this information to stay updated. 

Click Here for COVID-19 Resources
Who We Are

Who We Are

We are CFP® professionals who put your interests ahead of ours

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What We Do

What We Do

We provide direction by creating strategies tailored to your goals

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Why We're Unique

Why We're Unique

We are accountable to our clients – we say what we do, and we do what we say

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.