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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

Advisors near 28105

Out of 400,000+ nationwide

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Andrew D

Series 65

Charlotte, NC

Lake Effect Wealth LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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Stephen B

CFP®

Charlotte, NC

Flat Fee Financial LLC

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

Inherited wealth Student loan debt Dentist Baby Boomers (Born 1946-1964)
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David H

Series 63, Series 65

Indian Trail, NC

Cornerstone Investment Services, Inc.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Founder/Business Owner
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Dana G

Series 65

Charlotte, NC

Goldfarb Wealth Advisors

Passive / index investing Tax-loss harvesting Wealth management
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Drew W

CFP®, Series 63, Series 65

Charlotte, NC

Ocean Advisors, LLC

Options & derivatives strategies Income planning
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Stephen M

CFP®, CFA®, Series 63, Series 65

Charlotte, NC

Forward Wealth Management, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Geoffrey O

CFP®, Series 63, Series 66

Charlotte, NC

Front Porch Financial Advisory

Founder/Business Owner
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Ryan K

CFP®, Series 63, Series 65

Charlotte, NC

Integritas Financial

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
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Francis C

Series 63, Series 66

Matthews, NC

Double Eagle Partners, LLC

Concentrated stock management Options & derivatives strategies Real estate investing Doctor or Medical Professional Young Professionals
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Michael S

CFP®, Series 63, Series 66

Charlotte, NC

Sherman Wealth Solutions LLC

General retirement planning Wealth management
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