Steven Thalheimer

CFP®, BA, MA

Thalheimer Financial Planning, LLC

President

Steven Thalheimer

CFP®, BA, MA

Thalheimer Financial Planning, LLC

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals and make the best financial decisions possible. - Steven Thalheimer, CFP®, BA, MA

301-787-0528

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

Steven Thalheimer is a Silver Spring, MD fee-only financial planner. Thalheimer Financial Planning, LLC provides holistic financial planning and investment management services to help individuals and families grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Steven Thalheimer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Steven Thalheimer 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.

Thalheimer Financial Planning, LLC is a financial planning and Registered Investment Advisory firm headquartered in Silver Spring, MD.  The firm specializes in providing Fee-Only financial planning services and investment management to middle-income individuals and families.

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.

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

Specialties

  • Goal Setting and Prioritization
  • Retirement Planning
  • Insurance, Tax and Estate Planning
  • Cash Flow & Budgeting
  • Investment Management
  • No-Load, Low-Cost, Tax-Efficient Passive/Index Investment Strategies

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Life Transitions
  • Novice Investors
  • Middle Income Clients
  • Sudden Money Situations

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 Thalheimer 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.

  • Certified Financial Planner (CFP)
    Steven Thalheimer 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.

  • Dimensional Funds
    Thalheimer Financial Planning, LLC is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Steven Thalheimer

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Office Locations:

  • 8403 Colesville Road
    Suite 1100
    Silver Spring, MD 20910

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