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David Bezar
Senior Managing Partner at Thrive Financial Services
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Work Experience
Aug 2015 - Present · 9 years and 4 months
Senior Managing Partner
Jun 2014 - Present · 10 years and 6 months
Senior Managing Partner
Aug 2015 - Present · 9 years and 4 months
Co-Founder
May 2018 - Present · 6 years and 7 months
Company Details
Thrive Financial is a client-first, independent, wealth management firm. People, businesses, and non-profit organizations, all over the United States turn to Thrive to help them get where they need to go financially. At Thrive, we believe you were intended to thrive and succeed, but the right information can be hard to find in our industry today. That's why we focus on an education-first approach with all of our clients. Our commitment to operating as an independent financial services agency means we can partner with numerous companies, enabling objective comparison to maximum savings and providing solutions that are truly in the best interest of those we serve. Everything we do is to help you attain the financial success you’ve worked hard to achieve. Unlike the most common, and fundamentally flawed approach to financial planning, we believe our approach will help protect our clients during market declines, without sacrificing growth during market advances. We believe the focus should be keeping the gains you earn and not crossing your fingers hoping someday the market will rebound.
Year Founded
2011
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
500 Office Center Dr Suite 300 Fort Washington, Pennsylvania 19034, US
Keywords
Financial AdvisingSafe Money StrategiesInsurance SolutionsFinancial EducatioFinancial ServicesFinancial PlanningRetirementTax PlanningLegacy PlanningEstablished in 2013
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