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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 19348

Out of 400,000+ nationwide

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John L

Series 65

Chadds Ford, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Li M

Series 65

Wilmington, DE

Annova LLC

Active portfolio management Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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Mark M

Series 65

Glen Mills, PA

Keystone Wealth Management Services Inc

Trust structures (GRAT, IDGT, revocable) Wealth management
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Robert P

Series 66

Chadds Ford, PA

3rd Level Analytics

Wealth management Real estate investing Annuities Social Security optimization College savings (529s, UTMA, etc.)
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Kenneth S

Series 63, Series 65

West Chester, PA

Compass Financial Advisors, LLC

Options & derivatives strategies Passive / index investing
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Adam W

Series 65

West Chester, PA

Greystone Capital Management

Active portfolio management
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Michael K

CFA®, Series 63, Series 65

Landenberg, PA

WHTG Wealth Management, LLC

Private / alternative investments Tax-loss harvesting Wealth management
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Anthony P

ChFC®, Series 63, Series 65

Wilmington, DE

AJP Financial Services, LLC

Business sale tax planning Business ownership considerations Debt management College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Retired Established Professionals
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