Achieve your goals with Thalheimer Financial Planning

Welcome to Thalheimer Financial Planning, LLC, a fee-only financial planning firm

Who We Are

Thalheimer Financial Planning, LLC is a financial planning and Registered Investment Advisory firm headquartered in Silver Spring, MD. We provide holistic, integrated financial planning and investment management to individuals and families in the DC area.

How We Work

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.

Why Call Now

Everyone can benefit from financial planning. We help you develop and prioritize goals and then outline the steps you need to take to achieve them. Our plans integrate goal setting, cash flow, debt reduction, risk management, education, retirement, income tax and estate planning with savings and investments. We have been helping people in the DC area gain control over their financial lives and achieve their goals and dreams for over 20 years.

Our Mission

“We help our clients get their financial lives organized and keep them that way.”

– Steve Thalheimer

Our Services

Financial Planning

Goal Setting/Prioritization, Cash Flow/Budgeting, Retirement Planning, Investments, College Funding, Insurance Needs, Tax Planning, Estate Planning

Investment Management

No-Load, Low-Cost, Tax Efficient, Passive/Index Strategies, Institutional Mutual Funds

Financial Education

Individuals/Groups/Employers

Steve Thalheimer

Steve is the founding principal of Thalheimer Financial Planning, LLC, 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.