Steven  Thalheimer

Steven Thalheimer

| CFP®, BA, MA

Thalheimer Financial Planning

(301) 589-6868

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Fee-Only Financial Advisor serving the Washington, DC area from an office in Silver Spring, MD

Specialties

  • Fee-Only Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • 401(k) and IRAs
  • Employee Benefits
  • Goal Setting & Prioritization
  • Education Planning
  • Cash Flow & Budgeting
  • Insurance Planning
  • Planning - Unmarried Couples

Website

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8403 Colesville Road
Suite 100
Silver Spring, MD 20910

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 Thalheimer is a Silver Spring, MD Fee-Only Financial Planner serving the greater Washington DC area. Thalheimer Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steven Thalheimer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Steven Thalheimer, CFP®, is the founding principal of Thalheimer Financial Planning, a financial planning and Registered Advisory firm headquartered in Silver Spring, MD.  The firm specializes in providing integrated, holistic Fee-Only financial planning and investment management services to individuals and families.  Steve founded Thalheimer Financial Planning in 2000.  He has worked in Fee-Only financial planning since 1996 when he joined the staff of an established financial planning and wealth management firm.  Before entering the field of financial planning, Steve worked in international economic development for 12 years, most of that time with the U.S. Peace Corps, both in the United States and abroad.

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As a Fee-Only financial planning firm, we are compensated directly and only by our clients.  We do not receive commissions from the sale of investments or insurance products, and so have no third-party influences.  We can thus be completely objective in our recommendations.  We put your interests first and work solely for you.

Financial Planning is for everyone, not just the very wealthy.  We develop and implement financial plans that integrate goal setting, cash flow, debt reduction, risk management, education, retirement, income tax and estate planning with savings and investments.  We have been helping clients in the DC area gain control over their financial lives and achieve their goals and dreams for over 15 years and empower our clients with the knowledge they need to make informed financial decisions as they work towards their life goals.

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