Stein Wealth Advisors, LLC

Through our comprehensive approach, we develop customized financial strategies that address clients’ individual needs and goals, both short and long-term

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. Through our association with Mid Atlantic Financial Management, Inc. a registered investment advisor, Stein Wealth Advisors, LLC offers financial advise designed to offer our clients the highest quality service. Josh and Melissa are Series 7 and Series 66 registered 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 are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Adviser. Stein Wealth Advisors is not a registered entity or a subsidiary or control affiliate of MACC or MAFM. Neither MACC, MAFM, nor Stein Wealth Advisors provide tax or legal advice. Posted comments may not be those of MACC, MAFM, Stein Wealth Advisors Posted comments may not be representative of the experience of clients and do not indicate future performance or success. MAFM and Stein Wealth Advisors do not solicit investment advisory endorsements via wall comments or the “like” function. For more information, please visit

Catch-Up Contributions

Over age 50? You may be able to catch-up on retirement. Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Traditional vs. Roth IRA

Developing a retirement strategy? It's critical to know the differences between investment types. One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

What Is a Roth 401(k)?

Ever heard of a Roth 401(k)? Would one be right for you? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

We were very excited to celebrate our 10 year anniversary last night and express our appreciation to you, our clients! You have played a huge part in contributing to our success and we are very thankful for you!

Social Security: The $64,000 Question

When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire One of the most common questions people ask about Social Security is when they should start taking benefits.

Happy National Donut Day!

Stein Wealth Advisors Family Day at Simmons Farm. We had a blast hanging out with our clients and picking strawberries!

The Latte Lie and Other Myths

The truth is a little more complicated with these personal finance idioms. Do you know these three personal finance sayings?

Stein Wealth Advisors, LLC's cover photo

POWER - Washington County Chamber of Commerce

POWER, a women’s leadership organization. Wednesday Happy Hour at Southpointe Golf Club. Anyone looking to make connections with other women leaders? Since 2008, POWER’s mission has been to provide a dynamic base for successful, professional women to celebrate diversity and recognize the importance of building strong and effective women leaders in the business community.


The market is as unpredictable as the weather. We’re here to help you prepare. The market is as unpredictable as the weather. We’d love to help you prepare.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art The tax rules that govern donating art are complex and confusing. Take a closer look.

Bursting the Bubble

When a bubble bursts, it can hurt the economy and your net worth. #economy #bubble #tulipmania Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Have a happy and safe Memorial Day weekend!

Extended Care: A Patchwork of Possibilities

The key to #healthcare in retirement might be a patchwork of different choices. What is your plan for health care during retirement?

Spotting Credit Trouble

How many credit cards do you have? The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Top New Digital Tools for Small Businesses

Does your #business need some digital help? Here are some new #apps that might help! Apps that help small business owners better manage and grow their business.

Retirement Traps to Avoid

It’s possible to avoid these classic #retirement traps, with a little preparation. Beware of these traps that could upend your retirement.

When Special Care Is Needed: The Special Needs Trust

A #specialneeds #trust can help care for a special needs child, even after you’re gone. A special needs trust helps care for a special needs child when you’re gone.

Your Emergency Fund: How Much Is Enough?

How much is enough for your emergency fund? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Looking forward to celebrating women & leadership tomorrow at the Washington County Athena Awards! Last week I had the pleasure of serving on a panel and attending an amazing mentorship program for Washington County High School students hosted by Range Resources

Looking forward to celebrating women and leadership on Friday at the Washington County Athena awards! Last Friday, I had the honor of participating in a Pre-Athena award event at Range Resources where we mentored 80 local, high school students. What a privilege!

How Will Working Affect Social Security Benefits?

Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits Knowing the rules may help you decide when to start benefits.

Raising Healthy Children

Childhood attitudes and habits can determine your child's health in his or her adult years. Healthy habits are one of the greatest gifts to give your child.

2019 Pre-Athena awards event. What an honor to serve as a panelist and a mentor to 80 Washington County High school students with an amazing group of women leaders. POWER is a Washington County Women’s Leadership Group.

Asset Allocation

You've allocated your assets; you just may not realize it yet. #AssetAllocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.


The market is as unpredictable as the weather. We’re here to help you prepare. The market is as unpredictable as the weather. We’d love to help you prepare.

Sunday Business Page: Athena Awards 4/28/2019

As co-chair of POWER I am excited about empowering Pittsburgh women business leaders at the 2019 Athena Awards! Check out our feature on KDKA . Visit to learn more about POWER/Washington County Athena Awards. Sunday Business Page: Athena Awards 4/28/2019

The Business Cycle

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. Understanding the economy's cycles can help put current business conditions in better perspective.

The Great Debate Continues: Active vs. Passive

Is there a role for both active and passive investments in your portfolio? In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz. Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

To Buy or Not to Buy

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider. The decision whether to buy or rent a home may have long-term implications.

Does Your Credit Score Affect Your Insurance Rates?

Your #creditscore may impact what you pay for auto and home #insurance. Your credit score may influence how much you pay for auto and home insurance.

Stein Wealth Advisors, LLC's cover photo

Insuring Your Second Home

Second homes have unique risks and insuring them is different than a primary home. There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.


Surprises crop up every day, and they’re a great reason to work with us. Making the most of surprises is a great reason to work with us.

The Facts About Income Tax

Check out this video on taxes. #IncomeTax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

How to Appeal Your Property Taxes

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax For homeowners who think their property taxes are too high, there are ways to appeal.

Weighing the Benefits of Prepaid Debit Cards

Thinking about a prepaid debit card? Consider the pros and cons. #debitcard It's important to understand the pros and cons when considering a prepaid debit card.

What If You Get Audited?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Variable Universal Life Insurance

What would happen to your loved ones if you were gone? Make financial preparations today. Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Critical Estate Documents

Where there's a will there's a way. Don't leave your estate unattended—update your documents. Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Good Health is Good Business

Healthcare costs and productivity losses are impacting businesses. #wellness Good employee health can be great for the company’s bottom line.

Do Your Kids Know The Value of a Silver Spoon?

The average college senior graduates with credit card debt. How will your kids manage money? You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list. That big list of dreams and goals isn't the only way to look at your bucket list.

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4000 Washington Rd
Canonsburg, PA

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 08:00 - 17:00
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