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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

Advisors near 03842

Out of 400,000+ nationwide

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Justin M

Series 65

Porstmouth, NH

KWM Financial LLC

Active portfolio management Options & derivatives strategies Airline Pilot
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Russell R

CFP®, Series 63

New Castle, NH

ATI Wealth Partners, LLC

Options & derivatives strategies Cash flow / budgeting
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Robert F

Series 65

Amesbury, MA

Plain Talk Financial Planning, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Robert S

Series 63, Series 66

Amesbury, MA

NAV Wealth Management LLC

Wealth management Real estate investing Annuities
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Peter A

CFP®

Portsmouth, NH

Wolf Pine Capital

At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.

Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner Established Professionals
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Gerard I

Series 65, Series 66

Portsmouth, NH

Iacangelo Financial Group, LLC

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement
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Richard D

Series 63, Series 65

Newington, NH

Davisson Investment, LLC

Options & derivatives strategies
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Craig K

CFP®, Series 63, Series 65

Portsmouth, NH

Golden Financial Services

Wealth management Life insurance needs analysis
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Nathan F

Series 63, Series 65

Portsmouth, NH

F3 Capital

Passive / index investing Annuities
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Steven S

CFP®, Series 63, Series 65

Amesbury, MA

Clear View Wealth Advisors, LLC

Divorce financial planning College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Founder/Business Owner Attorney Engineering Professional Doctor or Medical Professional Technology Professional Approaching retirement Mid-Career Professionals Divorced Parents
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