Our Founder

Troy Erwin, EA, AWMA, CRPC (Enrolled Agent, Financial Planner, Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, and Registered Investment Advisor) is CEO, Chief Tax and Wealth Strategist, and Lead Advisor of Thrive Wise Tax Advisors and President of Thrive Wise Advisors LLC, an Advice-Only, Registered Investment Advisory firm. Thrive Wise has been recognized as one of the top rated national consulting firms dedicated to helping medical professionals, and real estate investors reduce their tax liability and maximize their true financial potential, through a proactive holistic approach to tax reduction strategies, cash flow planning, and financial life management.

Troy has an extensive and diverse 24 year career in the financial services, real estate investing and development, investment advisory and taxation. Troy is an Enrolled Agent, an Accredited Wealth Management Advisor, a Chartered Retirement Planning Counselor as well as a Registered Investment Advisor. Troy has held numerous securities, insurance, real estate, and tax licenses and designations over the last two decades and a half decades. With a degree in economics, Troy began his career as a financial advisor with American Express Financial Advisors. Later, he would advance his industry knowledge as a financial advisor with a nationally recognized full-service brokerage firm, as well as a registered representative and advisor for a national multi-line company and private client tax firm. Having seen all aspects of the traditional personal finance and tax industries, Troy realized that the industry’s narrow focus, high fees, hard-sales tactics, and many conflicts of interest did not serve his clients well and were inconsistent with his personal beliefs and values.

To that end, Troy founded Thrive Wise Advisors LLC with the purpose of delivering affordable, unbiased, and trusted financial and strategic tax and planning advice to his clients around the country. Today, Troy works with a select group of real estate investors, and medical professionals seeking true financial independence. Troy takes an educational and consultative approach to provide sound, easy to understand strategies and concepts to help his clients implement a plan to pay less in taxes, increase wealth, and enjoy their best life. He incorporates the principles of current tax law, real estate investing, and modern finance. As well as academic and professional research to help guide his clients through the complex and often counter-intuitive world of taxation, planning, and personal finance.