CFP®, BA, MA
Thalheimer Financial Planning, LLC
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 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 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
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.
- Integrated, Holistic Financial Planning
- Goal Setting and Prioritization
- Retirement Planning
- Insurance, Tax and Estate Planning
- Cash Flow & Budgeting
- Investment Management
- Retirees and Near Retirees
- Growing Families
- Life Transitions
- Novice Investors
- Middle Income Clientsd
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
Contact Steven Thalheimer
8403 Colesville Road
Silver Spring, MD 20910