Thalheimer Financial Planning

At Thalheimer Financial Planning, LLC, we are committed to providing holistic, integrated financial planning and investment management services to individuals and families in the DC area. As a fee-only financial planning firm, we are dedicated to putting our clients' interests first and providing objective recommendations that cater to their unique needs and goals.

Our Services

Our comprehensive financial planning services include goal setting, cash flow management, debt reduction, risk management, education, retirement, income tax, and estate planning. We also offer investment management services, including no-load, low-cost, tax-efficient, passive/index strategies, and institutional mutual funds. Furthermore, we provide financial education to individuals, groups, and employers, empowering them to take control of their financial lives.

Why Choose Us

With over 20 years of experience in the financial planning industry, we have built a reputation for providing personalized, expert guidance to our clients. Our founding principal, Steve Thalheimer, is a Certified Financial Planner (CFP) licensee and a seasoned professional with a passion for helping people achieve their financial goals. We are committed to being objective in our recommendations, and our fee-only structure ensures that we have no third-party influences.

Our Mission

Our mission is to help our clients get their financial lives organized and keep them that way. We believe that financial planning is a powerful tool for improving people's lives, and we are dedicated to providing the guidance and support our clients need to achieve their goals and live the life they want to live.