Stephen T. Mumford, Jr., CFP®, AIF®


Steve assists individual and institutional investment clients with the initial design and on-going monitoring of their investment programs. With a focus on defined contribution retirement plans, Steve helps privately-held companies maximize their retirement plan benefits at both the corporate and employee level through effective plan design, fiduciary investment reviews and meaningful employee education.

Steve earned a B.S. in Business Administration from Gwynedd-Mercy College (now Gwynedd Mercy University), where he currently serves on the School of Business Advisory Board, and a M.S. in Financial Services from St. Joseph’s University. He is a Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®) and holds Series 6, 22, 63 and 65 licenses with the Financial Industry Regulatory Authority (FINRA).

Steve, his wife Cindy, and their daughter live in Worcester, PA. Outside of the office, Steve enjoys spending time with friends and family, golf and supporting the Philadelphia Union.