There is so much financial information and so many options available today, that even fairly astute people may become a little confused or overwhelmed. Our mission is to help our clients make sense of it all, to transform it into useful knowledge, to focus on what is most important, to simplify the decision-making process, and help them bring order to their financial affairs.
-Steve Thalheimer, CFP®
Why TFP?
We Empower You
We seek to empower our clients with the knowledge they need to make informed financial decisions as they work towards their life goals.
Objective and Independent
Because we are a Fee-Only firm compensated solely by our clients, we have no third party influences, and can be completely objective in our recommendations.
Experienced, Personalized Advice
We have been providing quality, independent, objective financial planning and investment advice to individuals and families in the DC area for almost 20 years.