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 gain control over their financial lives and achieve their goals and dreams for almost 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 year.  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.

NAPFA Start Date

January 19, 1996

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This Office

8403 Colesville Rd Ste 1100 Silver Spring, MD 20910-6346 Phone: (301) 787-0528 Fax: (240) 331-2277