Steven Jefferys (CFA®, CFP®, MBA)

Steven Jefferys focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Arch Financial Advisors can help you with the following

  • Investment Management
  • Retirement Planning
  • Insurance Review
  • Education/College Funding
  • Scenario Analysis
  • Cash Flow Analysis
  • Estate Planning Review
  • Tax Planning

NAPFA Start Date

October 03, 2011

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This Office

4800 Hampden Ln Suite 200 Bethesda, MD 20814-2934 Phone: (301) 500-2079

Other Offices

4609 Woodfield Rd Bethesda, MD 20814-4043 Phone: (301) 500-2079