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Stephanie B. Wade, AIF, RICP

Stephanie B. Wade, AIF, RICP

Financial Advisor & Group Benefit Specialist

Stephanie is here to make your retirement plan successful and ensure you are meeting your retirement goals.  She wants to keep it simple and have you come away from a meeting with a better understanding of what your retirement plan is and how to accomplish your individual goals.  No question is too small or insignificant.  Your success is her success.


As an advisor for almost 30 years, 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 retirement plan. 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.  Education is the key to understanding what the goals are and how to achieve them.


Along with being fortunate enough to have her brother, Brett as a partner, Stephanie has been blessed with a loving family, including her husband Urlin and their three children Ethan, Erin, and Tanner.  When not working, Stephanie enjoys traveling and spending time in Puerto Rico.  She is also very passionate about the stray dogs “satos” in Puerto Rico and assists organizations with transporting them stateside to their forever homes.    

Professional Services

Fully Insured and Self-Funded Benefit Solutions

Retirement Income Planning

401(k) and Pension Plans

Individual and Business Analysis

Personal Information

B.A., Business Management, Widener University (1992)

1st Degree Black Belt-Kempo Karate

State Licenses