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

Top 30 financial advisors of 35 near 27504

Out of 400,000+ nationwide

firm logo

Robbie M

Series 66

Dunn, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Military & Veterans
firm logo

Angela B

Series 63, Series 66

Lillington, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
firm logo

Brian D

Series 66

Angier, NC

Fidelity

Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.

Retirement income strategy Income planning General retirement planning Executive
firm logo

Mark H

Series 66

Benson, NC

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Wealth management
firm logo

Tracy H

Series 66

Smithfield, NC

Edward Jones

Retirement income strategy General retirement planning
firm logo

Russell G

Series 66

Dunn, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
user avatar
firm logo

Steven H

Series 63, Series 65

Angier, NC

ARIS Capital Strategies, LLC

user avatar
firm logo

Paul S

Series 65

Angier, NC

ARIS Capital Strategies, LLC

user avatar
firm logo

Jacob S

CFP®, Series 66

Smithfield, NC

Wealth More Enterprise, Inc.

user avatar
firm logo

Stephen B

Series 63, Series 65

Benson, NC

Credit Union Investment Services

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")