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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 73 near 24523

Out of 400,000+ nationwide

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Mark M

CFP®, Series 63, Series 65

M Oneta, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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Brian S

Series 63, Series 65, Series 66

Forest, VA

Fidelity

Brian Soistmann is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He assists clients in reviewing their complete financial situations and developing financial plans aimed at achieving their financial objectives. His approach emphasizes building trust and comfort with clients to support confident investment decisions based on well-developed plans. Brian's professional experience spans several roles and firms in the financial services industry. Before his current position, he served as an Investment Consultant and Financial Representative at Fidelity Investments between 2023 and 2024. He was Vice President and Financial Consultant at Charles Schwab from 2010 to 2011 and managed Soistmann Putney Asset Management as Managing Partner and Portfolio Manager from 2003 to 2010. Earlier in his career, Brian worked as a Financial Advisor at UBS from 1999 to 2003 and as a Financial Consultant at Merrill Lynch from 1996 to 1999.

Wealth management
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Ryan K

CFP®, Series 66

Bedford, VA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management Values-based investing Religious/faith focused
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Chad C

Series 66

Bedford, VA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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Mark M

CFP®, Series 66

Bedford, VA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Brian B

Series 66

Forest, VA

Edward Jones

Exec comp design Startup equity planning Business ownership considerations Business Financial Management Founder/Business Owner Educators, Teachers, and Academics
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Andrew K

Series 66

Forest, VA

Edward Jones

General retirement planning Retirement income strategy Wealth management General estate planning guidance
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John M

Series 65

Forest, VA

City Capital Management L.L.C.

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Jeffery B

Series 65, Series 66

Forest, VA

Bison Creek Wealth Management LLC

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Seth D

Series 66

Forest, VA

NetAdvizor Wealth LLC

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