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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 86 near 24060

Out of 400,000+ nationwide

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Caroline G

Series 66

Radford, VA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
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Series 63, Series 66

Blacksburg, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Retirement income strategy Founder/Business Owner
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Valerie W

Series 66

Christiansburg, VA

Edward Jones

General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Widow/Widower
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Meghan K

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Blacksburg, VA

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Series 63, Series 65

Blacksburg, VA

Slagel Investment Management

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CFP®, Series 66

Radford, VA

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Ashley C

CFP®, Series 66

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CFP®

Blacksburg, VA

OLIO Financial Planning

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Linwood F

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Theresa M

Series 65

Christiansburg, VA

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