Steven  Jefferys

Steven Jefferys

| CFP®, CFA®, MBA

Arch Financial Advisors, LLC

301-500-2079

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Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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4609 Woodfield Road
Bethesda, MD 20814

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Steven Jefferys is a Bethesda, MD Fee-Only Financial Planner serving the Washington, D.C. area. Arch Financial Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steven Jefferys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Steven Jefferys is the Founder and Principal of Arch Financial Advisors, LLC.

He is currently a member of and active in:

• CFA Society Washington, DC
• Financial Planning Association
• National Association of Personal Financial Advisors

He has also earned the following designations, including:

• Certified Financial Planner®
• Chartered Financial Analyst®

Steven received his Bachelor’s degree from Pennsylvania State University, an MBA in Finance from the University of Pittsburgh and a Certificate in Financial Planning from Georgetown University.

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Arch Financial Advisors, LLC is an independent, fee-only registered investment advisor (RIA) located in Bethesda, MD. As an RIA, the firm has a legal and fiduciary obligation to put their client’s interest first. The firm was founded by Steven Jefferys, CFA, CFP® to provide financial planning and investment management services to individuals and families looking for unbiased financial advice.

Arch Financial Advisors specializes in financial planning and investment advice, and all aspect of investment advice including:

  • Retirement Planning
  • Insurance Review
  • Education/College Funding
  • Charitable Giving
  • Cash Flow Analysis
  • Estate Planning Review
  • Tax Planning
  • 401 (k) Consulting
  • Employee Benefit Planning

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