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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

9 advisors near New York, NY

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Marc M

Series 63, Series 65

Brooklyn, NY

Fisher Investments

Marc Michael is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Roy B

Series 63, Series 66

Woodland Park, NJ

Fisher Investments

Roy Bentzen is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Nationwide Investment Services Inc., MML Distributors LLC, Mass Mutual, and Thornburg Securities Corp. Outside of finance, Bentzen operates Bentzen Home Renovations, LLC, a company engaged in rehabilitating homes for resale. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and provides sub-advisory, retirement plan services, and manages separate accounts and pooled funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Nicholas W

Series 65

New York, NY

Fisher Investments

Nicholas Witcher is a Series 65 licensed financial advisor with six years of experience at Fisher Investments and a total of five years in the industry. His prior work includes positions at Lifetime Financial Growth and several roles outside the financial sector. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Joshua E

CFA®, Series 65

New York, NY

Fisher Investments

Joshua Evans is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at Fisher Investments since 2018 and previously at Bowers Wealth Management, Inc. from 2014 to 2017. Based in New York, NY, Evans is part of a large team serving institutional and private clients worldwide. Fisher Investments manages discretionary portfolios for institutional and high-net-worth clients, utilizing a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory and retirement plan services and employs tax-aware and risk-management strategies across diversified mandates.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Erik H

Series 65

New York, NY

Fisher Investments

Erik Hansson is a financial advisor at Fisher Investments in New York, NY, holding a Series 65 designation with eight years of industry experience. He has worked at Fisher Investments since 2017 and previously spent time at LPL Financial and the University of Southern Mississippi. Fisher Investments serves a global client base including institutional and private clients, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment approach involving quantitative and qualitative research, implementing tax-aware strategies and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Maximilian H

Series 63, Series 65

Brooklyn, NY

Fisher Investments

Maximilian Hamburger is a financial advisor with Fisher Investments in Brooklyn, NY, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Fisher Investments in 2025, he spent 13 years at Neuberger Berman LLC. Fisher Investments serves a global clientele of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory, retirement plan services, and management of various pooled investment vehicles.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Stephen H

Series 65

New York, NY

Fisher Investments

Stephen Hogan is a financial advisor with Fisher Investments, holding a Series 65 designation and 10 years of industry experience. He has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member committee that uses both quantitative and qualitative research to construct globally diversified portfolios.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Ryan J

Series 65

Brooklyn, NY

Fisher Investments

Ryan Jones is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and the University of Arkansas. He has been with Fisher Investments since 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Omar N

Series 65

New York, NY

Fisher Investments

Omar Nevarez is a Series 65-licensed financial advisor with Fisher Investments in New York, NY, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a partner in a beauty salon business and co-owns a vending machine operation. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process involving quantitative and qualitative analysis to construct diversified portfolios and employs tax-aware and risk-management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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