Rob Stromberg

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.

I founded Overture Wealth Management to help pre-retirees, retirees, and small business owners make smart, tax-efficient financial decisions. My approach emphasizes clear guidance, low-cost investing, tax minimization, and disciplined portfolio management. When I launched my firm, I began my career at UBS in Pittsburgh in 2003. Early in my career, I recognized that the traditional brokerage model didn’t fully align with my vision of putting clients first. I joined Vanguard in 2004, where I spent 14 years developing expertise in retirement planning, investor education, and portfolio management. Before founding Overture, I served for six years as a Wealth Manager at a Philadelphia-based RIA, advising high-net-worth families, small business owners, physicians, and executives. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® designations and live near Philadelphia with my wife and two daughters. Outside of work, I enjoy skiing, biking along the Schuylkill River Trail, and cheering on the Steelers and Pitt Panthers. Whether you’re nearby in the greater Philadelphia area or elsewhere in the U.S., I’d be happy to arrange a complimentary introductory meeting to discuss your financial goals.

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

Sustainable Financial Planning is a fee-only financial planning firm that provides affordable and straightforward financial planning and investment management for everyone. Frank founded SFP in 2020 to help people overcome their individual financial challenges, and he has worked with a wide range of clients that seek to build wealth, provide for their families, and retire with dignity. After twenty-five years working for large Wall Street banks and insurers, Frank left the corporate world and founded Sustainable Financial Planning. Using institutional financial planning and risk management skills honed throughout his career, Frank is now dedicated to helping people succeed in their financial lives and meet their life goals. He has always enjoyed helping people and working with numbers, and now he feels fortunate to do both simultaneously. Frank’s previous experience includes five years as Investment Senior Vice President at Prudential where he led the company’s enterprise stress testing program and liquidity risk management. Prior to Prudential, Frank spent twenty years at BNY Mellon in various roles including Managing Director and global leader of Asset Liability Management, Liquidity, Interest Rate Risk, Capital Planning, as well as risk management roles for Market Risk, Credit Risk, and Operational Risk. Frank earned an undergraduate degree in both Economics & Business and History from Lafayette College and an MBA from NYU’s Stern School of Business in Finance and International Business. Frank has earned the Certified Financial Planner (“CFP®“), Chartered Financial Analyst® designation (“CFA”), Chartered Financial Consultant® (“ChFC®”) designation and completed the Bank of New York Credit Training Program. He is a former member of the Board of Trustees for the Ranney School. He is an avid runner – having completed nine marathons in the last ten years. Frank and his wife Assunta live in Philadelphia and Lake Hopatcong, NJ.

You have worked your tail off to establish yourself and are looking for some help with the growing complexity of your financial situation. You’ve probably had a few jobs by now, a few different retirement plans, and maybe you’re staring at a growing checking or savings account that you know you should do “something” with, but just aren’t sure where to start. Or, you’re still looking at student loan balances and wondering when they will ever be gone. Traditional financial advice has exclusively catered to older people with large nest eggs to manage (read: bill), leaving younger people with water cooler advice and whatever Google suggests. Or, worse yet, they’ve had to get a financial plan from an insurance agent that just wants to sell them life insurance. Eek. All of this is crazy to think about. Younger people make a tremendous amount of financial decisions that ultimately lay the foundation for the rest of their financial lives, and yet they won’t see the impact of most of their decisions for decades. Marriage, family, moving, buying cars, new jobs, retirement plan selections, and on and on. All of these decisions have financial impacts I worked for large national firms that encouraged us to work with clients that had the most money. Over time, I found I wasn’t enjoying it as much as I enjoyed working with younger clients. I wanted to hear about new jobs, new houses, babies, etc. I found that I just really preferred to help younger clients make great financial decisions in alignment with what’s important to them and that’s why I started Meaningful Wealth Management LLC. My clients don’t think of their money as a balance, but rather what it can do for them. Maybe it’s a certain trip every year, or a certain trip every year when they stop working. Or, maybe it’s retiring earlier than their parents did. Perhaps it’s an addition to their home so Mom doesn’t ever have to be far away. Whatever it is, let’s build a financial plan to help you accomplish the goals that are meaningful to you. It’s no accident most of my bio was spent talking about you! That’s what’s important, after all. But, since you’re here to check me out…I’m a CFP® practitioner, a Chartered Retirement Planning Counselor™, and a fee-only, fiduciary financial planner that specializes in Gen X and Gen Y. I also specialize in the employees of Merck and helping them make the most of their benefits. I leverage technology to meet clients wherever they are (at home in PJ’s is fine!) and use it to make their financial planning experience enjoyable. I’m a “dog person,” and I genuinely love financial planning. I look forward to meeting you!

Tarif Carson, CFP®, serves as the Director of Portfolio Strategy & Wealth Planner at 2nd Story Wealth Planners, LLC, where he blends nearly 20 years of portfolio management expertise with his passion for cultivating meaningful client relationships. He designs and oversees the investment portfolio models that guide clients toward their financial goals, while also working directly with clients to deliver personalized financial strategies that align with their values, aspirations, and long-term legacies. Throughout his career, Tarif has partnered with many clients—from high-net-worth individuals managing significant portfolios to underserved communities striving toward financial independence. His professional journey includes roles as a Senior Lead Planner at Facet Wealth, where he helped clients achieve major life goals such as early retirement, homeownership, and world travel, and as a Senior Financial Advisor at Vanguard, managing over $500 million in assets while collaborating with clients and their tax professionals to ensure tax-efficient decisions. Tarif’s approach to planning evolves as life changes, ensuring clients' financial plans remain flexible and forward-looking. In addition to his technical expertise, Tarif believes strongly in the power of personal growth and financial legacy. His guiding philosophy: "Your beliefs become your thoughts, your thoughts become your words, your words become your actions, your actions become your habits, your habits become your values, your values become your destiny," serves as the foundation for how he advises clients on building lasting legacies for their families. Outside of his professional role, Tarif is focused on planting the seeds of a meaningful legacy for his family and helping his clients do the same—building not just wealth, but values that endure across generations. His commitment to mentorship extends this philosophy, as he is dedicated to guiding and developing aspiring financial planners. Through mentorship, Tarif ensures that the next generation of financial professionals upholds the same standards of integrity, service, and the pursuit of financial empowerment. Tarif earned a Bachelor of Science in Finance from the first HBCU Cheyney University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is also a member of the Financial Planning Association, Association for African American Financial Advisors and a VITA Volunteer who helps income tax payers accurately prepare and file taxes