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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

Top 30 financial advisors of 131 near 22611

Out of 400,000+ nationwide

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Bernard K

Series 66

Purcellville, VA

Fidelity

Bernard Klein is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing personalized financial plans to help them achieve their goals. He leverages Fidelity's resources and takes the time to understand each client's unique situation in order to provide tailored strategies and ongoing support. Bernard has been with Fidelity Investments since 2021, initially working as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2020. He holds a California Insurance License.

Wealth management
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Julie W

Series 66

Winchester, VA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Joshua W

Series 66

Purcellville, VA

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Inheritance planning Wealth management Founder/Business Owner Executive
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Karis H

Series 66

Winchester, VA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies LGBTQIA
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Jay S

Series 63, Series 66

Winchester, VA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance
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Ethan L

Series 63, Series 66

Charles Town, WV

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning ESG / Sustainable investing
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James I

Series 66

Winchester, VA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans Government Employee Founder/Business Owner Intergenerational Families
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Rachel E

CFP®, Series 66

Berryville, VA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Will L

ChFC®, Series 66

Stephens City, VA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Whitney P

Series 66

Winchester, VA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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