Steven Jefferys

CFP®, CFA, MBA

Arch Financial Advisors, LLC

Financial Advisor

Steven Jefferys

CFP®, CFA, MBA

Arch Financial Advisors, LLC

Financial Advisor

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

301-500-2079

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 and objective financial planning to help clients 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 the country’s 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

Learn More About our Services Here

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)
    Steven Jefferys is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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)
    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.

  • CFA - Chartered Financial Analyst
    Steven Jefferys is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

  • Alliance of Comprehensive Planners
    Steven Jefferys is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

  • Financial Planning Association
    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

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Office Locations:

  • 4609 Woodfield Road
    Bethesda, MD 20814

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