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Thalheimer Financial Planning

8403 Colesville Rd #1100
Silver Spring, MD 20910 301-589-6868

Ratings

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Consumer Ratings for Thalheimer Financial Planning — 2 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for Thalheimer Financial Planning

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Consumer from Silver Spring, MD
Jan 10, 2022
Recommended
Steve Thalheimer is a committed professional in this field, thorough and personable. He charges a fee based on total assets being managed, so he has no skin in the game on particular transactions. He prefers Dimensional Fund Advisors funds, and leans toward index type funds rather than individual investments, and takes a long term approach.
Consumer from WASHINGTON, DC
Apr 14, 2016
Recommended
Steve is independent so you don't have to worry about him making recommendations based on commissions. He helped us get every part of our financial lives in order and reminded us of our tasks. Steve will provide a complete review of your situation and provide advice for an hourly rate. After that, you can do the follow-up yourself or keep him on yearly retainer based on your net worth.

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