Stephen J. Brindle has been providing clients with financial advice and guidance since he began his career with Merrill in 2008. Steve holds a bachelor’s degree in finance from James Madison University with a European business concentration and environmental studies minor. In 2011, he earned the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Steve was named to the Forbes "Best-in-State Wealth Advisors" 2023, 2024, and 2025** and Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2022, 2023, and 2024. * (published annually July - Sept. Rankings based on data as of March 31of current year).
Steve is active in the local community and leads volunteer outreach efforts through the Responsible Citizens Committee in the Harrisburg office. Outside of Merrill, he enjoys spending time with family, hiking, mountaineering, fly fishing, volleyball, traveling, photography, and serving on the Fort Hunter board. Steve and his wife, Christine, reside in Clarks Valley with their two children, Emerson and Avery, and dog, Teddy.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
My mission, first and foremost, is to understand you and what matters most to you. After understanding in detail where your wealth stands today and where you would like it to be tomorrow, we can help you design and implement a personalized plan. Our mission is to assist you and your family in pursuing your financial goals while providing an exceptional, customized client experience.
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