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 Steven
Thalheimer, CFP®,
is founding principal of Thalheimer Financial Planning, a
financial planning and Registered 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.
"There
is so much financial information and so many options available
today,” says Steve, “that even fairly astute people
may become a little confused or overwhelmed. Our mission
is to help our clients make sense of it all, to transform
it into useful knowledge, to focus on what is most important,
to simplify the decision-making process, and help them bring
order to their financial affairs. We seek to empower
our clients with the knowledge they need to make informed
financial decisions as they work towards their life goals.
We are also a Fee-Only firm compensated solely by our clients.
We do not accept commissions and so have no third-party influences.
This structure gives us the freedom we need to be completely
objective in our recommendations. We work solely for our clients.”
Steve has been helping middle income clients in the DC area
gain control over their financial lives and achieve their
goals and dreams for more than 10 years. He works with individuals
to 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. Frequently quoted in the Washington Post and
Baltimore Sun, Steve is your trusted advisor, providing the
wisdom, perspective and discipline to help you make the best
financial decisions possible. Independent, objective, fee-only
financial planning, advice and investment management.
EXPERIENCE
AND EDUCATION
Staff planner with an established Fee-Only financial planning
firm, specializing in providing wealth management services
to high net worth individuals, from 1996 to 2000. Assisted
in developing comprehensive financial plans and with the ongoing
financial management of 15 to 20 clients per year. Enjoyed
a high level of success, but eventually became convinced that
the firm’s focus on serving affluent clients was too
narrow to meet his personal objectives.
Founded
Thalheimer Financial Planning in July, 2000 to expand on the
vision of offering high-quality advice and financial planning
services to middle-income clients.
Completed
CFP course work through the College for Financial Planning.
Received CERTIFIED FINANCIAL PLANNER
(CFP®)
certification from the CFP Board of Standards in 2000.
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.
Steve holds
a BA in Anthropology from the University of Connecticut, Storrs,
and an MA in International Development from The American University,
Washington, DC.
Steve
is active member of the National Association of Personal Financial
Advisors (NAPFA), the nation's leading organization dedicated
to the advancement of Fee-Only comprehensive financial planning.
CFP
®, CERTIFIED FINANCIAL PLANNER ® and  are
certification marks owned by the Certified Financial Planner
Board of Standards, Inc. These marks are awarded to individuals
who successfully complete the CFP Board's initial and ongoing
certification requirements.
Please review Important Disclosure
Information set forth in this web site.
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