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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 49 near 28469

Out of 400,000+ nationwide

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Bryan K

Series 66

North Myrtle Beach, SC

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing
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Jared D

Series 66

Shallotte, NC

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Technology Professional
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Curtis C

Series 66

Calabash, NC

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Justin S

CFP®, ChFC®, Series 66

North Myrtle Beach, SC

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Brandon D

Series 66

North Myrtle Beach, SC

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Doctor or Medical Professional
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Maxwell F

Series 66

North Myrtle Beach, SC

Edward Jones

College savings (529s, UTMA, etc.) Wealth management General retirement planning
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Silvia S

Series 66

Ocean Isle Beach, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Alister C

Series 66

Shallotte, NC

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management
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Monty F

CFP®, ChFC®, Series 63, Series 66

North Myrtle Beach, SC

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management
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Francis R

Series 65

North Myrtle Beach, SC

FPR Investments LLC

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