Stephen  McDade
Stephen McDade

Foundation Wealth Management, LLC

Fee-Only Financial Planner serving the Media, PA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

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9 W Third St
Media, PA

Stephen McDade is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Steve is a founding partner of Foundation Wealth Management, LLC. Steve entered the financial services field in 2000 when he worked for the Hartford Mutual Funds. Steve worked as a Financial Planner at a large Philadelphia Registered Investment Advisory firm and was an integral member of their retirement plan team prior to co-founding Foundation Wealth Management, LLC.

Steve believes that comprehensive financial planning is key to reaching financial independence. His past experience includes businesses bringing him in to the workplace to educate employees about the importance of having a financial plan and the power of saving for retirement. He has developed financial plans for a wide array of people, including retirees, doctors, teachers and corporate executives in the Philadelphia region. He enjoys the collaborative relationship with clients in building a financial plan.

Steve is a graduate of Penn State University with a degree in Business Administration. Steve earned his Certified Financial Planner (CFP®) designation and is a CERTIFIED FINANCIAL PLANNER™ PRACTIONER. He has provided background information for many publications including the Wall Street Journal and Money Magazine. Steve regularly attends industry conferences and workshops to stay on top of the ever-changing world of technology and to learn the latest financial planning techniques.

Steve is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). In addition, Steve is a NAPFA Registered Advisor and subscribes to the stringent and mandatory annual educational hours, experience and code of ethics to meet the requirements. Fewer than 2,000 financial advisors in the country are NAPFA Registered Advisors.

A lifelong Delaware County resident who lives in Media, Steve enjoys walking to work. His interests include watching classic movies, trying new restaurants and spending time with family and friends. He is an avid reader and particularly enjoys history and biographies.