Direct booking

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 19027

Out of 400,000+ nationwide

user avatar

Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
user avatar

Matthew C

Series 66

Bensalem, PA

Conroy Capital LLC

Wealth management Passive / index investing
user avatar
firm logo

Adam A

Series 66

Newtown, PA

Premier Prosperity Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
user avatar

Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
user avatar

Jason R

Series 63, Series 66

Ambler, PA

Revland Wealth Advisors

Private / alternative investments Options & derivatives strategies

David T

CFP®

Bryn Mawr, PA

Earndex, LLC

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Self-Employed
user avatar
firm logo

Russell W

Series 65

Philadelphia, PA

Global Portfolios, LLC

Passive / index investing
user avatar
firm logo

Phyllis S

CFP®, CFA®, Series 65

Moorestown, NJ

Arrington Financial Advisors, LLC

General retirement planning Income planning Wealth management Active portfolio management Passive / index investing
user avatar

Joseph A

Series 63, Series 65

Langhorne, PA

City Investment Advisors, Inc.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Active portfolio management Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.