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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

6 advisors near 42754

Out of 400,000+ nationwide

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Brad T

Series 65

Litchfield, KY

Owen LaRue Financial Group

Brad Travis is a financial advisor at Owen LaRue Financial Group with 31 years of industry experience. He holds a Series 65 designation and is also a partner at Buckles, Travis & Hart, PLLC, where he has been involved since 1984, performing duties including tax preparation and company payroll. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, conducts due diligence on third-party managers, and integrates AI tools with human oversight to support its investment process.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
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Liz H

Series 63, Series 65

Leitchfield, KY

Cambridge Investment Research Advisors

Liz Hildebrand is a financial advisor at Cambridge Investment Research Advisors with approximately two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. and Witten Financial Services. Outside of her advisory work, she is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent advisors using multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Robert C

Series 63, Series 65

Leitchfield, KY

Robert Baird & Co.

Robert Crawford is a financial advisor with Robert W. Baird & Co. in Leitchfield, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1998. Outside of his advisory role, he serves as chairman of the Leitchfield Utilities Commission and holds board and officer positions with local community organizations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of investment strategies and overlays, and the firm also offers municipal advisory and public finance services alongside its investment capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Aaron W

CFP®, Series 63, Series 65

Leitchfield, KY

Cambridge Investment Research Advisors

Aaron Witten is a CFP® professional with 25 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as treasurer of the Leitchfield Lions Club, is a board member of the Eye Bank of Kentucky, and owns Twin Lakes Coins & Rarities, LLC. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various platforms and third-party strategists to deliver both discretionary and non-discretionary investment advice.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Dina J

Series 66

Clarkson, KY

Edward Jones

Dina Johnson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her work history includes roles at Edward Jones since 2017, as well as positions at Medium Rare, LLC and Cooper Brothers Butcher Shop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tonya B

Series 63, Series 65

Clarkson, KY

Edward Jones

Tonya Bratcher is a financial advisor at Edward Jones with 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she is involved with Reel Quality Sales and Service, a business offering lawn, handyman, and woodworking services. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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