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 24416

Out of 400,000+ nationwide

user avatar

Neil T

Series 63, Series 66

Lexington, VA

Treger & Associates

Wealth management Cash flow / budgeting
user avatar
firm logo

Stephen H

CFA®, Series 63

Lexington, VA

Indivisible Partners

Annuities
user avatar

Frank F

Series 63, Series 65

Lexington, VA

StoneX Advisors Inc.

ESG / Sustainable investing
user avatar
firm logo

Jacklynn L

Series 65

Buena Vista, VA

Focus Partners Wealth, LLC

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Dentist Executive
user avatar
firm logo

Pamela C

Series 63, Series 65

Buena Vista, VA

Cambridge Investment Research Advisors

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

Fonda C

Series 63, Series 65

Lexington, VA

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
firm logo

George D

Series 66

Lexington, VA

Edward Jones

Equity Recipients (RS/RSU, SOP, ESPP) Financial Professional Values-based investing Religious/faith focused
user avatar
firm logo

Michael M

Series 66

Lexington, VA

Wells Fargo Clearing

Retired Founder/Business Owner
user avatar
firm logo

Catherine C

Series 66

Lexington, VA

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Samuel S

CFP®, Series 66

Lexington, VA

Edward Jones

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.