Arthur Stein Financial, LLC

Company:	Arthur Stein Financial, LLC
Contact:	Arthur Stein
Address:	6701 Democracy Blvd., Suite 300
City:	Bethesda
State:	MD
Zip:	20817
Phone:	301-377-9407
Email:	Art@ArthurSteinFinancial.com
Website:	www.ArthurSteinFinancial.com

About My Practice

Art is a Certified Financial Planner® with 29 years of experience providing assistance to Federal employees and retirees. He is known for his knowledge of the Thrift Savings Plan (TSP) and other Federal retirement benefits.

He provides assistance in these areas:

Financial advice, including retirement planning;
Investment management.

Art often speaks to Federal employees about retirement and the TSP . He was an Adjunct Professor at Montgomery College, where he taught adult education courses on investing in the TSP. Federal News Radio frequently interviews him about investing and financial planning for Federal employees and retirees. The Blog page on his website contains many articles about the TSP and retirement.

Arthur Stein Financial, LLC (ASF) is a Registered Investment Advisor, which means that the firm is a "fiduciary" when dealing with clients. Our obligation is to put the client's interest first. For instance, we cannot choose one investment over another because it would be more profitable for the firm. Doctors, lawyers and CPAs are fiduciaries. Your financial planner should meet the same high standard.

ASF is based in Bethesda, MD but services clients nationwide.

Interested Feds are invited to schedule a free Zoom call to discuss your current situation,
need for advice, how we can help you and compensation. You owe nothing if you decide not
to use our expertise.

Offering Advice Since

1993

Areas of Specialty

Retirement planning;
Investment planning and investment management;
Comprehensive financial planning.

Licenses, Certifications, Education and Affiliations

Designations: CFP®
Security Licenses:   Series 65
Other Licenses, Certifications, Designations:    Registered Investment Advisor
Education:   BA in Economics, MA in International Economics

Charges to Clients for Services

For investment management, the fee is a percentage of the value of the investments; for financial and retirement planning, the fee is either hourly or a specified amount.

My Association with the Office or Firm

Owner/Partner

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