Stein Wealth Advisors, LLC

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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. They 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.

10/16/2026

Despite higher interest rates, inflation concerns, and ongoing economic uncertainty, the global economy continues to show resilience. But what does that mean for your investments?

In this month’s Finance in Five, Josh, Melissa and Stephen break down year-to-date performance across U.S. stocks, bonds, international markets, and emerging markets, while exploring the factors driving growth and the risks investors should be watching.

From AI-driven momentum to the Federal Reserve’s latest announcements, one thing remains clear: Diversification matters, especially in an ever-changing market.

Understanding how different investments work together can help you build a portfolio designed to navigate uncertainty and support your long-term financial goals.

Watch the full Finance in Five on our YouTube channel!

Next up for our Fall Fun Facts: Abigail!From favorite fall flavors to seasonal traditions and everything that makes this...
10/16/2026

Next up for our Fall Fun Facts: Abigail!

From favorite fall flavors to seasonal traditions and everything that makes this time of year a favorite, we’re getting to know the person behind SWA’s marketing and communications a little better.

Check out Abigail’s answers and let us know which ones you agree with!

Clicked a suspicious link? Don't panic, but don't ignore it!Cybercriminals are getting more sophisticated, and even the ...
10/15/2026

Clicked a suspicious link? Don't panic, but don't ignore it!

Cybercriminals are getting more sophisticated, and even the most cautious person can fall for a convincing email. What matters most is how quickly you respond.

If you accidentally click a suspicious link, here are five steps to take:

Stop immediately. Don't enter passwords, financial information, or personal details.

Disconnect from the internet. Turn off Wi-Fi or unplug your connection if you suspect your device has been compromised.

Report it right away. Contact your IT support team or the appropriate security professional.

Keep the original email. Don't delete the message, as it may help identify the threat.

Don't try to fix it yourself. Let cybersecurity professionals assess the situation.

At Stein Wealth Advisors, we believe protecting your financial future goes beyond investment strategies. Staying informed about cybersecurity threats is another important part of protecting what you've worked hard to build.

We're thankful for our friends at PCS IT Services who help us stay informed!

Remember: A suspicious click isn't something to hide. It's something to report.

We’re keeping the Fall Fun Facts going, and this time it’s Brandy’s turn!From her favorite things about the season to th...
10/14/2026

We’re keeping the Fall Fun Facts going, and this time it’s Brandy’s turn!

From her favorite things about the season to the fall traditions she looks forward to, swipe through to get to know Brandy a little better outside of the office.

Let us know which of her answers you agree with in the comments!

10/13/2026

When it comes to retirement, it’s not just how much your investments earn. It’s WHEN they earn it.

The order of investment returns can have a significant impact on how long your retirement savings last.

In today’s video, Josh and Melissa discuss sequence of returns risk and why experiencing market losses early in retirement, while taking withdrawals, can put your portfolio at greater risk.

The good news? A thoughtful withdrawal strategy can help you navigate market volatility, reduce the need to sell investments during downturns, and better position your portfolio to support your retirement goals and the legacy you hope to leave behind.

Because a successful retirement strategy isn’t just about growing your wealth. It’s about making it last.

Fall Fun Facts continue with Josh! We asked Josh about some of his fall favorites, traditions, and what he looks forward...
10/12/2026

Fall Fun Facts continue with Josh! We asked Josh about some of his fall favorites, traditions, and what he looks forward to most when the season rolls around.

Get to know Josh a little better beyond the office — and let us know which of his answers you agree with!

Fall favorites, Stephen edition! We're keeping the fall fun going and getting to know another familiar face at SWA! From...
10/09/2026

Fall favorites, Stephen edition! We're keeping the fall fun going and getting to know another familiar face at SWA!

From seasonal favorites to fall traditions, Stephen is sharing a little more about himself beyond the world of financial planning!

FINANCIAL FRIGHT 1: Am I saving enough for retirement?It’s one of the biggest questions we hear and unfortunately, there...
10/09/2026

FINANCIAL FRIGHT 1: Am I saving enough for retirement?

It’s one of the biggest questions we hear and unfortunately, there isn’t one magic number that works for everyone.

How much you’ll need depends on your lifestyle, when you want to retire, your expected income, Social Security, healthcare costs, taxes, investments, and what you actually want retirement to look like.

The good news? You don’t have to guess.

A financial plan can help you understand where you are today, where you’re headed, and whether there are adjustments you can make now to help you stay on track.

Because sometimes the thing keeping you up at night isn’t the answer, it’s simply not knowing the answer.

The unknown is usually scarier than the numbers. Let’s run the numbers.

What are we seeing in the markets and what are we doing about it? Our latest Finance in 15 is now available on the SWA Y...
10/08/2026

What are we seeing in the markets and what are we doing about it? Our latest Finance in 15 is now available on the SWA YouTube channel!

In just 15 minutes, our Investment Committee takes you behind the scenes at Stein Wealth Advisors to share what we’re seeing, what we’re thinking, and how we’re navigating today’s markets.

From monitoring market conditions to quarterly portfolio rebalancing and strategic decision-making, there’s a lot happening behind the scenes to help keep our clients on track.

🎥 Watch this quarter’s Finance in 15 on our YouTube channel:
https://vist.ly/5jwhv

It’s time for some Fall Fun Facts with Derek! From favorite fall traditions to the things he looks forward to most this ...
10/07/2026

It’s time for some Fall Fun Facts with Derek! From favorite fall traditions to the things he looks forward to most this time of year, we’re getting to know the people behind SWA a little better.

Check out Derek’s answers — and let us know which ones you agree with in the comments!

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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