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Aetherion LLC

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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Rajadhyaksha N

Series 63, Series 65

New York, NY

Aetherion LLC

Rajadhyaksha Narayanan is a financial advisor at Aetherion LLC with credentials including Series 63 and Series 65, and over a decade of experience in financial services. His work history includes roles at CitiGroup Global Markets, an early-stage fintech startup, ANSR Source Content US LLC, and Mercor Intelligence before joining Aetherion. Aetherion LLC is a state-registered investment adviser providing discretionary portfolio management and related services to both individual and high-net-worth clients. The firm employs a structured onboarding process to tailor asset allocation and investment strategies, focusing on fundamental analysis and diversified long-term buy-and-hold approaches using ETFs, mutual funds, and select individual securities.

Passive / index investing General retirement planning
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