Steve Schmitt
Senior Financial Advisor
As the firm’s founder and senior financial advisor, Steve develops custom financial planning strategies for clients across multiple industries and stages of life. He focuses on getting to know all clients in order to provide custom, goal-based fiduciary advice focused on their goals.
Steve has more than a decade of experience in the financial services industry and has worked with a variety of clients, including business owners, individuals and multiple generations of family members. Prior to founding Workplace Financial Advisors, he served as a financial advisor to working-class families in the Philadelphia, South Jersey and Delaware suburbs.
Throughout his career, Steve has held several leadership positions and advisory roles. He has successfully piloted marketing systems and trained dozens of financial advisors. He has also supported hundreds of clients with custom strategies related to retirement income planning, tax diversification, risk management and advanced insurance solutions.
Throughout his career, Steve noticed that many financial advisors were prevented from providing truly fiduciary advice due to firm-mandated sales quotas and product-based commissions. He founded Workplace Financial Advisors to be a fully independent, product-agnostic firm where advisors are free to serve the best interest of clients, at all times and in all situations.
Steve has a bachelor’s degree from Saint Joseph’s University in Philadelphia. He serves as a board member of the New Jersey Landlord and Property Owners Association and a committee member for the Stephen P. Schmitt Golf Outing, which raises funds for the University of Pennsylvania’s brain cancer research. He is also an active member of Saint Mary of the Lakes Catholic Church.
Steve currently resides in South Jersey with his wife Megan, daughter Nora and overweight rescue cat, Callie.
Thomas Scorcia
Senior Financial Advisor
As the firm’s co-founder and senior financial advisor, Thomas works with clients to develop custom financial planning strategies specifically designed to meet their specific needs and navigate the financial challenges they face. He has a passion for empowering families to achieve their personal financial goals.
Prior to joining Workplace Financial Advisors, Thomas was a financial advisor at Brookstone Capital Management, a retirement income specialist at J.D. Mellberg Financial and a district manager at Tristate Financial Advisors. He began his career as a junior financial advisor in Tampa, Florida, before relocating to the Philadelphia area to be closer to family.
Thomas has a bachelor’s degree from the University of Tampa where he was a member of the Lambda Chi Alpha Fraternity.
When not at work, Thomas enjoys baseball, golf and traveling. He also enjoys spending time with family, friends and his dog, Stuto.
Ready to take the first step??
Schedule a call with a member of our team.
