Rita Abel

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.

Who We Serve We specialize in working with: 🔹 Planning for Retirement – You’ve worked hard to build your wealth, and now it’s time to make it last. We help you create a sustainable retirement income plan, optimize Social Security, and minimize taxes so you can retire with confidence. 🔹 Families & Professionals – You’re juggling a career, kids, and big financial decisions. We help you manage cash flow, invest wisely, navigate stock compensation, and save for major goals—without sacrificing the present. What We Do We offer fee-only, advice-only financial planning, meaning we don’t sell products or earn commissions. Instead, we provide: ✅ Comprehensive Financial Planning – A tailored, big-picture approach to your finances ✅ Retirement & Investment Strategies – Helping you build and protect long-term wealth ✅ One-Time & Ongoing Planning – Choose the level of guidance that fits your needs ✅ Tax-Efficient Strategies – Smart planning to minimize taxes now and in the future ✅ Stock Compensation & Equity Planning – Guidance on RSUs, ISOs, ESPP, and more Why Work With Us? 🔹 No Sales. No Commissions. Just Advice. Our only priority is your financial success. 🔹 Complex Topics, Simplified. We break down financial concepts into clear, actionable steps. 🔹 A Personalized Approach. Every client’s situation is unique—we provide guidance tailored to you. 🔹 Fiduciary, Fee-Only. We always act in your best interest, with complete transparency.

Hi, I’m Jeremy Eppley, a fee-only financial planner and investment manager based in Maryland, serving clients virtually across the country. I specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently. After earning a Bachelor of Science degree in Finance from Towson University, I continued my education, earning a Master of Science in Personal Financial Planning from the College for Financial Planning. Beyond my formal education, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR™ professional, and additionally earned my AIF®, APMA®, CRPC®, and MPAS® designations. We serve young professionals (Gen Z, Gen Y/Millenials, and Gen X), young families, married couples, entrepreneurs, self-employed individuals, ultra high net-worth families, trusts, intergenerational families, baby boomers, entertainment industry professionals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, new wealth planning, income planning, estate planning, charitable giving, portfolio management, home buying, cross-border planning, tax planning, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), and more. We can work on an advice-only basis if desired. As a fee-only fiduciary financial planner, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals. Designations & Degrees: • CFP® – CERTIFIED FINANCIAL PLANNER™ • CPWA® – CERTIFIED PRIVATE WEALTH ADVISOR™ • AIF® – Accredited Investment Fiduciary™ • APMA® – Accredited Portfolio Management Advisor™ • CRPC® – Chartered Retirement Planning Counselor™ • MPAS® – Master Planner Advanced Studies™ • B.S., Business Administration & Investments • M.S., Personal Financial Planning