Steven Jefferys
CFP®, CFA®, MBA
Arch Financial Advisors, LLC
Principal
Steven Jefferys
CFP®, CFA®, MBA
Arch Financial Advisors, LLC
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Steven Jefferys, CFP®, CFA®, MBA
Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area
Steven Jefferys is a Bethesda, MD fee-only financial planner. Arch Financial Advisors, LLC provides comprehensive financial planning, investment management and tax planning to help pre-retirees and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Steven Jefferys is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Steven Jefferys 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.
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
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
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Steven Jefferys is a NAPFA-Registered Financial AdvisorThe 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.
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Steven Jefferys is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Steven Jefferys is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Steven Jefferys is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Steven Jefferys
Office Locations:
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10411 Motor City Dr
Suite 500
Bethesda, MD 20817 -
1717 K St
NW
Washington, DC 20006 -
1750 Tysons Boulevard
Suite 1500
McLean, VA 22102 -
5425 Wisconsin Avenue
Suite 600
Chevy Chase, MD 20815
