Denise, a Registered Investment Advisor (RIA), co-founded Money Plans in 1983 and is currently its proprietor. Over the years she has helped numerous clients to achieve financial security and to successfully achieve their goals. She is a long-time, active member of the National Association of Personal Financial Advisors (NAPFA), the leading industry
Susan L. —
Run, do not walk to your next possible financial advisor. Choose someone who is a certified financial planner. Although Peg
Thalheimer Financial Planning, LLC is a financial planning and Registered Investment Advisory firm headquartered in Silver Spring, MD. We provide holistic, integrated financial planning and investment management to individuals and families in the DC area. As a FEE-ONLY financial planning firm, we are compensated directly and only by our clients.
We
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Wealth management in Silver Spring, MD
Financial services in Silver Spring, MD
Asset management in Silver Spring, MD