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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 23824

Out of 400,000+ nationwide

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Hunter I

Series 63, Series 65

Blackstone, VA

Twin Rivers Advisors, LLC

Hunter Irby is a financial advisor at Twin Rivers Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tone Capital, LLC and BB&T Capital Markets, LLC. Outside of his advisory work, he manages a family farm rental property. Twin Rivers Advisors, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of technical, fundamental, and quantitative analysis across various strategies, including option writing and margin trading, with a focus on ongoing monitoring and rebalancing.

Options & derivatives strategies Debt management Cash flow / budgeting
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Benjamin B

Series 63, Series 65

Blackstone, VA

Twin Rivers Advisors, LLC

Benjamin Bretz is a financial advisor with Twin Rivers Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at BB Tools, Toolman Hobbs, Coldwell Bankers Avenue, and Bb&T Securities, LLC. Twin Rivers Advisors, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of technical, fundamental, and quantitative analysis, offering both long- and short-term strategies with ongoing portfolio monitoring and rebalancing.

Options & derivatives strategies Debt management Cash flow / budgeting
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Darla P

Series 63, Series 65

Victoria, VA

Cambridge Investment Research Advisors

Darla Pellersels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She previously worked at Ameritas Investment Corp. and CCF Investments, Inc., and she is also president of Prosperity Financial Associates and an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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