Arthur Stein CFP®


Arthur Stein, is a Certified Financial Planner® with more than 29 years of experience in investment management and financial planning. He helps clients establish and achieve their financial goals. Arthur and the firm limit the number of clients served, to provide the highest quality of personal service.

Before launching his career in financial planning, Arthur operated the foreign aid program for the Government of Botswana and served as the first full-time staff economist for the Ways and Means Committee of the US House of Representatives. He also taught at Murdoch University, in Australia, and ran his own business. He earned a bachelors degree in economics at Tulane University and a master's degree in International Economics at Johns Hopkins University School of Advanced International Studies.

Advising the Washington, DC Metro Area

Arthur's clients are concentrated in the Washington, DC area, including Bethesda, Potomac, DC and Northern Virginia. However, now that Zoom and other technologies makes it easy to work with clients anywhere in the U.S., he now serves clients in California, Delaware, Florida, New Jersey, Oregon and Texas. The firm welcomes inquiries from any where in the U.S. or abroad.

Family Life

When Arthur’s not in the office creating financial blueprints, he leads an active lifestyle with his family. He enjoys spending time with his wife, children and adorable granddaughters. He is also passionate about Pickleball, photography, plays and movies. An avid traveler, he's always ready for a new adventure.