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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 31 near 25411

Out of 400,000+ nationwide

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Jason M

Series 66

Berkeley Springs, WV

Edward Jones

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Real estate investing Founder/Business Owner
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Joshua M

Series 66

Martinsburg, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Doctor or Medical Professional
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Derek H

CFP®, Series 63, Series 66

Martinsburg, WV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Reggie T

Series 66

Martinsburg, WV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Timothy T

Series 63, Series 65

Martinsburg, WV

Taylor Capital Management

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Jonathan B

Series 63, Series 65

Martingsburg, WV

Southland Equity Partners, Llc.

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Matthew K

CFP®, Series 66

Martinsburg, WV

Founders Financial Securities LLC

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Shane M

Series 66

Martinsburg, WV

United Brokerage Services, INC

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Aleta H

Series 66

Winchester, VA

D.A. DAVIDSON & Co.

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Jacob C

CFP®, Series 66

Martinsburg, WV

Founders Financial Securities LLC

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