Financial Advisor
Getting to Know Elizabeth
As a financial advisor at Armstrong, Fleming & Moore, Inc., Elizabeth provides personalized, comprehensive financial advice tailored to each client’s unique goals. A graduate of the University of Maryland with a degree in economics, she began her career at AFM as an intern in 2016 and has since developed a deep expertise in investment management, tax planning, retirement strategies and more.
More than just managing finances, Elizabeth is passionate about financial literacy, helping her clients not only make informed decisions but also turn advice into understanding, so they can have confidence in every decision. She helps clients put together and understand the different puzzle pieces that make up their financial big picture and helps simplifies it so clients can focus on what matters most to them. Elizabeth has a particular focus on helping employees navigate equity compensation, so they can make informed decisions about their benefits.
Based in her hometown of Bethesda, MD, she’s equally dedicated to exploring new restaurants, playing tennis, and traveling the world—one country at a time.
Place Elizabeth would most like to visit: Morocco
Favorite movie: Love, Actually
Favorite TV show: Game of Thrones
Favorite food: A good homemade cookie
Favorite holiday: Sharkweek
Something on Elizabeth’s bucket list: See the Northern Lights
More From
Elizabeth Schleifer, CFP®
Convert a 401(k) into a Roth 401(k): An Ideal Move for High Earners
October 6, 2025Convert a 401(k) into a Roth 401(k): An Ideal Move for High Earners
A Financial Guide to Buying Your First Home
July 18, 2025Buying a home is one of the most exciting – and financially significant – decisions you’ll ever make. Like any…
The American dream is no longer buying a house—it’s paying off debt
June 11, 2025The American dream is no longer buying a house—it’s paying off debt
Tax Day Countdown: 4 Tax Rules To Know Before Converting Your IRA Account
April 15, 2025Tax Day Countdown: 4 Tax Rules To Know Before Converting Your IRA Account
Should You Convert a Traditional 401(k) into a Roth 401(k)?
January 10, 2025Should You Convert a Traditional 401(k) into a Roth 401(k)?
4 Tax Rules To Understand Before You Convert Your IRA to a Roth Account
January 9, 20254 Tax Rules To Understand Before You Convert Your IRA to a Roth Account
Does it still make sense to downsize in today's market?
September 3, 2024Traditionally, downsizing from a larger home has been a strategic move for retirees looking to simplify their lives and bolster…
Savvy Summer Travel: Budget-Friendly Tips & Tricks for a Stress-Free Vacation
July 31, 2024Summer vacations offer a welcome break from the daily grind, providing a chance to recharge. However, rising travel costs can…
Financial Considerations When Changing Jobs
October 20, 2023Changing jobs is a significant life event that often comes with excitement, new opportunities and challenges. Whether you’re looking for…
State of Crypto 2023
October 12, 2023Crypto Compass is excited to be back and bringing you up to speed on the latest news and trends in…
Healthy Financial Habits and Investment Plans
May 31, 2023How to set yourself up for success by creating an investment plan and staying the course. Creating an investment plan…
Where to Keep Your Estate Planning Documents
April 26, 2023Most people are aware of the importance of having up-to-date estate planning documents. What many don’t realize, however, is that…
Real-World Examples of the Use Cases for Blockchain and the state of the Crypto World
November 2, 2022In our last article, we dove into some mind-boggling topics like the metaverse and NFTs. In this post, we’ll focus…
Net Unrealized Appreciation: The Benefit of Owning Company Stock in an Employer-Sponsored Retirement Plan
October 26, 2022Many companies offer their employees the opportunity to own their employer’s stock in a tax-deferred employer-sponsored retirement plan. The idea…
Crypto Compass: NFTs & The Metaverse
July 21, 2022What are NFTs? Before we dive into the mind-boggling concept of the metaverse, let’s start by breaking down NFTs. Nonfungible…
Bitcoin and Ethereum Explained
April 21, 2022Bitcoin What is it? In the first post we dove into what exactly cryptocurrency is, but not any of the…
Crypto Compass: Cryptocurrency
February 18, 2022Welcome to my Blog Hi and welcome to my blog, Crypto Compass. When I set out to learn about cryptocurrency,…
Employee Equity Compensation: Stock Options, Grants & More – And What They Mean to You
April 1, 2021Employee equity compensation is a common benefit provided by public companies and some private companies (especially startups) but one that…
Rising Interest Rates: History Shows It's Not All Bad
January 1, 2021Many investors are concerned about what a sustained rally in interest rates could mean for the stock market. Bond yields…
Give Your Grandchild the Gift of A 529 College Savings Plan
October 1, 2020Saving for a grandchild’s education is a meaningful gift that can make a lasting impact. As the saying goes, ‘knowledge…
The Underperformance of Foreign Stocks Over the Past Decade and the Case for Active Management
July 1, 2020From the Financial Crisis in 2008 up to the beginning of the COVID-19 pandemic, foreign stocks failed to keep pace…
It’s Graduation Time, and Your 529 Plan is Ready for its Grand Entrance
May 27, 2020The education world may be in flux, but higher learning will continue to be a priority for most families –…
Health Savings Account 101
October 1, 2019WHAT IS A HEALTH SAVINGS ACCOUNT? A Health Savings Account, or HSA, is tax-advantaged savings account established by an individual…
Opportunity Zones: What are they?
April 1, 2019When the 2017 Tax Cuts and Jobs Act was passed, articles were being released everyday covering the new tax brackets,…