Stein Wealth Advisors, LLC

Stein Wealth Advisors, LLC We develop customized financial strategies tailored to our clients' unique needs. Member FINRA/SIPC.

Melissa & Josh Stein founded Stein Wealth Advisors, LLC, after working successfully as a financial advisor for a major financial services firm in the Pittsburgh, PA, area. Their ability to earn the trust and respect of numerous clients and colleagues has been notably recognized. Josh and Melissa are Series 7 and Series 66 registered through LPLFinancial and is a Pennsylvania Insurance Licensee. Th

ey are also a Chartered Retirement Planning Counselor (CRPC®) and a Certified Financial Planner (CFP®). To achieve the CFP® certification Melissa passed the comprehensive and rigorous CFP® Certification Examination. The CFP® certification process, administered by the CFP Board and outlined above, identifies to the public those individuals who have passed rigorous examinations, have met professional standards and have pledged and agreed to adhere to principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. She was approved by the CFP Board’s Fitness Standards for Candidates and Registrants, and they pledged to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct and Financial Planning Practice Standards. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Sending a child off to college comes with a lot of preparation: dorm shopping, class schedules, meal plans, and move-in ...
06/09/2026

Sending a child off to college comes with a lot of preparation: dorm shopping, class schedules, meal plans, and move-in day.

But there's one important step many families overlook.

Once your child turns 18, they are legally considered an adult. That means parents may no longer have the authority to access medical information, assist with financial matters, or make decisions in an emergency without the proper legal documents in place.

Join Attorney/Shareholder Christine Brown Murphy of Zachariah Brown & Bratkovich for a virtual workshop designed to help families prepare for this important transition.

Topics include:
✔️ Healthcare Powers of Attorney
✔️ Financial Powers of Attorney
✔️ HIPAA Releases
✔️ Emergency preparedness and practical planning tips

Whether your student is heading off to college this fall or you're planning ahead, this is valuable information every parent should know.

Register today and gain peace of mind before move-in day arrives:
https://vist.ly/574fe

Planning for the future starts with intentional decisions today. Whether your goals include retirement, college savings,...
06/08/2026

Planning for the future starts with intentional decisions today. Whether your goals include retirement, college savings, or building wealth for future generations, having a strategy matters.

Stein Wealth Advisors helps Pittsburgh and Peters Township families build financial plans designed around what matters most.

06/08/2026

Equity markets are rallying on strong AI-driven earnings and a resilient macro environment, but elevated valuations, persistent inflation, and geopolitical risks raise concerns about overly optimistic expectations. While AI remains a powerful growth driver—especially within technology—future mar...

According to the IRS, contribution limits for 401(k) plans increased again for 2026, allowing many individuals to save e...
06/05/2026

According to the IRS, contribution limits for 401(k) plans increased again for 2026, allowing many individuals to save even more toward retirement.

Small increases in contributions today can create significant growth over time thanks to compound interest.

If you have questions about retirement savings strategies, the Stein Wealth Advisors team is always here to help clients throughout Pittsburgh and Canonsburg plan confidently.

Strong communities are built by strong relationships.Melissa recently had the opportunity to attend the All For Her lunc...
06/05/2026

Strong communities are built by strong relationships.

Melissa recently had the opportunity to attend the All For Her luncheon alongside fellow local business leaders Christine Brown and Megan Chicone. The event brought together women from across our community for meaningful conversations around mentorship, leadership, and the impact we have on one another's lives.

This year's theme, Growing Together, served as a reminder that none of us achieve success alone. The guidance we receive, the relationships we build, and the wisdom we pass on all play a role in shaping future generations.

At Stein Wealth Advisors, we're grateful to be part of a community filled with leaders who are committed to investing in others and making a lasting difference throughout the Pittsburgh region.

What happens when your financial advisor retires before you do?For many families in Peters Township, Canonsburg, and thr...
06/04/2026

What happens when your financial advisor retires before you do?

For many families in Peters Township, Canonsburg, and throughout the Pittsburgh area, retirement planning is a decades-long journey.

That's why it's important to think beyond today's investment strategy and consider who will be guiding you tomorrow.

At Stein Wealth Advisors, we're in a unique position. We have more than two decades of experience helping clients navigate market cycles, life transitions, and retirement planning.

But we're also building for the future.

By mentoring and developing the next generation of advisors, we're creating continuity for the families who trust us with their financial future.

Twenty years of experience behind us.
Twenty years ahead of us.

Because your financial plan deserves a team that's thinking long-term, too.

One of the greatest gifts you can give your children is financial stability and preparation. Generational wealth is not ...
06/03/2026

One of the greatest gifts you can give your children is financial stability and preparation. Generational wealth is not just about leaving money behind. It’s about creating opportunities, reducing stress for future generations, and building wise financial habits over time.

Families across Pittsburgh and Peters Township are trusting Stein Wealth Advisors to help guide those conversations. We're here for you!

One of the most common retirement planning questions we hear is whether a Roth IRA or Traditional IRA makes more sense. ...
06/02/2026

One of the most common retirement planning questions we hear is whether a Roth IRA or Traditional IRA makes more sense.

A Traditional IRA may provide tax benefits today, while a Roth IRA offers tax free withdrawals later in retirement.

The right fit depends on your goals, income, and long term strategy.

Stein Wealth Advisors helps clients throughout Pittsburgh, Canonsburg, and Peters Township build retirement plans designed around their future.

Financial freedom rarely happens overnight. It’s built through consistent decisions, long term thinking, and planning fo...
06/01/2026

Financial freedom rarely happens overnight. It’s built through consistent decisions, long term thinking, and planning for the future you want not only for yourself, but for generations to come.

At Stein Wealth Advisors, we help Pittsburgh, Canonsburg, and Peters Township families create strategies designed for lasting impact and long term confidence.

Trying to perfectly time the market can feel tempting, but history consistently shows that long-term investing tends to ...
05/29/2026

Trying to perfectly time the market can feel tempting, but history consistently shows that long-term investing tends to outperform jumping in and out based on market highs and lows. In fact, missing just a few of the market’s best days can have a major impact on long-term returns.

At Stein Wealth Advisors, we help Peters Township area clients stay focused on the bigger picture with strategies built around consistency, patience, and long-term goals—not short-term fear or headlines.

Address

1700 Ashwood Drive, Suite 1701
Canonsburg, PA
15317

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17242600491

Website

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