Stephen Daly

CFP®, CIMA®

The Family Firm

Financial Advisor

Stephen Daly

CFP®, CIMA®

The Family Firm

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stephen Daly, CFP®, CIMA®

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

Stephen Daly is a Bethesda, MD fee-only financial planner. The Family Firm provides comprehensive investment management, retirement planning and estate planning to help clients organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Stephen Daly is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Steve Daly is a Financial Advisor and enjoys collaborating with clients to organize and simplify their financial lives as part of the firm’s financial planning team.

Prior to joining The Family Firm Steve was an international development professional supporting programs in the former Soviet Union at the NGO Eurasia Foundation.  He previously served as a Peace Corps volunteer in Pazardjik, Bulgaria and started his career in the US House of Representatives as a Legislative Assistant for Congressman Steve Horn.

Steve is a CERTIFIED FINANCIAL PLANNER (TM) and completed his Personal Financial Planning coursework at Georgetown University. He also holds the Certified Investment Management Analyst® designation and completed the coursework at the Wharton School at the University of Pennsylvania’s Aresty Institute of Executive Education.  He holds an MA in International Relations from KIMEP University in Almaty, Kazakhstan and a BA in Political Science from the University of Richmond.

Steve is an outdoor enthusiast and spends his free time running, hiking and backpacking.  He and his wife, Sarah, live Adams Morgan and share a passion for international travel.

Stephen Daly is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Stephen Daly is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Stephen Daly is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CIMA - Certified Investment Management Analyst
    Stephen Daly is a Certified Investment Management Analyst® (CIMA®)

    The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.

Contact Stephen Daly

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Office Locations:

  • 8120 Woodmont Ave
    Ste 630
    Bethesda, MD 20814

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