Fee-only Fiduciary Independent
"An investment in knowledge pays the best interest." Benjamin Franklin
Steve Jefferys created Arch Financial Advisors to help clients make smart decisions with the resources they have. As a fee-only independently owned firm, we sell no products and receive no commissions. We are fiduciaries - required by law to act in the best interest of our clients all the time.
We provide comprehensive, holistic advice which leads to better outcomes. Holistic financial planning is a collaborative process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and adjusts as your circumstances change.
Steve Jefferys is the Founder and Principal of Arch Financial Advisors, LLC. He designed Arch Financial Advisors with a goal of providing peace of mind to his clients.
Steve earned the Certified Financial Planner ™ designation from Georgetown University. He has an MBA from the University of Pittsburgh and a bachelor’s degree from Penn State University. He is a CFA charterholder, one of the highest distinctions in the investment management profession.
Steve is an active member of the CFA Society in Washington, DC, as well as the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).