Steven Thalheimer (BA, CFP®, MA)

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

Federal Employees

Investment Advice with Ongoing Management

LGBT Couples and Families

Middle Income Client Needs

Novice Investors

Retirement Planning & Distribution Rules

Additional Information

Steve has been helping people in the DC area as they gain control of their financial lives and plan for their future goals and dreams for over 20 years. He develops and implements holistic financial plans that integrate goal setting, cash flow, debt reduction, risk management, education, retirement, income tax and estate planning with savings and investments. Washingtonian magazine, has named Steve Thalheimer as one of the top financial planners in the DC metropolitan area several times over the last many years. 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.