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 strive to be 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 for over 20 years as they take control of their financial lives and plan for their future goals and dreams.
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.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
