A complete list of active advisors currently associated with Arthur Stein Financial, LLC
Warmer can help you find a great advisor at Arthur Stein Financial, LLC or one who fits your needs even better.
Arthur Stein Financial LLC advises individual and high net worth clients and provides discretionary portfolio management alongside financial planning services. The firm manages roughly $141 million for about 76 clients through a small advisory team and constructs customized portfolios composed primarily of mutual funds, ETFs, bonds, and individual securities. Its investment approach is primarily long-term and blends fundamental analysis, Modern Portfolio Theory and dollar‑cost averaging, with discretionary authority to rebalance or trade as needed to meet client objectives. Financial planning is offered as a standalone or bundled service, available on hourly, fixed-fee, or ongoing arrangements, and plans are typically delivered with written recommendations within several months when requested. Noteworthy features disclosed in the brochure include that the firm’s managing member is also a licensed insurance professional who may receive commission compensation for insurance products, a practice identified as creating a potential conflict of interest though clients are not required to purchase through the firm. The firm also distributes periodic newsletters and participates in Schwab’s institutional platform, receiving in‑kind economic benefits (research, trading support and related services) that the brochure notes may indirectly affect custody recommendations.
To learn more about the advisors currently working at Arthur Stein Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 5
| |
Bethesda, MD
| 6
| |
Bethesda, MD
| 25
|
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