CFP®, CFA®, MBA
Arch Financial Advisors, LLC
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.
- 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Steven Jefferys is a NAPFA-Registered Financial Advisor
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.
Steven Jefferys 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.
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.
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
10411 Motor City Dr
Bethesda, MD 20817
1717 K St, NW
Washington, DC 20006
1750 Tysons Boulevard
McLean, VA 22102
5425 Wisconsin Avenue
Chevy Chase, MD 20815