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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 5,090 near 30097

Out of 400,000+ nationwide

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Bradley H

CFP®

Atlanta, GA

Sonas Financial Planning

I’ve spent two decades in an industry that doesn’t always make it easy to know who to trust. Hidden fees, half-answers, and vague promises aren’t good enough. That’s why everything we do is transparent—how we charge, how we plan, how we execute. You should never wonder what’s happening with your money. It shouldn’t feel so stuffy. It should be personal. It’s a collaboration. It’s sharing dreams and working together to find ways to see them come true. I started Sonas FP to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom. Sonas Financial Planning is owned and operated by Bradley Hilton, a CERTIFIED FINANCIAL PLANNER™, MBA, and Tax Planning Certified Professional® with over 16 years of experience as the sole financial advisor to more than 110 clients throughout the U.S., including dentists, small business owners, millionaires next door, and top executives at Fortune 500 companies. We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Sonas Financial Planning was launched. Every good idea starts with a problem. Here was ours: Quality retirement planning and investment management can be expensive for clients under the traditional asset under management (AUM) fee structure. Also, many people fear working with a financial advisor because of either the high fees or the reputation that advisors earn commissions and will sell you products you don’t need. And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to guide clients. We take a people-centered approach. Our process begins with a free Zoom call so we can get to know one another and learn about your needs. There is no cost and no pressure to move forward. If we are not a good fit for each other, we will let you know upfront and try to recommend an alternative. If you are ready to worry less and live happily, schedule a free consultation by calling 404-545-5368 or email bradley@sonasfp.com.

General retirement planning Dentist Founder/Business Owner Baby Boomers (Born 1946-1964)
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Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Adam W

Series 66

Atlanta, GA

Register Financial Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Stock option exercise strategy Business ownership considerations General estate planning guidance Founder/Business Owner Divorced Widow/Widower
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Mitchell G

Series 66

Atlanta, GA

Fidelity

Mitch Green is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant, Investor Center Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, Mitch worked as a Branch Office Administrator at Edward Jones from 2018 to 2021. In his current role, Mitch focuses on delivering personalized financial strategies that align with clients' unique objectives. He leverages Fidelity's tools and resources to assist clients throughout their financial journeys. Mitch's professional experience encompasses client relationship management and financial planning within the investment industry. Outside of his professional work, Mitch has personal interests that include cooking and baking, exploring food as a foodie, hiking, and traveling.

Financial Professional
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Luciano T

Series 66

Alpharetta, GA

Fidelity

Luciano Trentoni is a Vice President and Financial Consultant currently serving at Fidelity Investments since 2016. He has over a decade of experience in the financial industry, including previous roles as Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop and execute financial plans aimed at navigating unpredictable markets. He approaches each client situation with professionalism, transparency, and care, emphasizing the importance of a strong financial plan to build confidence and pursue financial goals. Outside of his professional work, Luciano is involved in family activities and enjoys interests such as skiing, soccer, traveling, and volunteering.

Wealth management Passive / index investing Active portfolio management
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Ian C

Series 66

Dacula, GA

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Religious/faith focused
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Ryan D

Series 63, Series 65

Alpharetta, GA

Merrill

Ryan Dolar is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional with over 15 years of experience delivering customized financial planning and advice to individual families and business owners. His approach covers multiple facets of wealth management including goal planning, risk management, investment selection, tax minimization strategies, trust and estate planning concepts, and retirement distribution advice. Ryan holds a Bachelor's degree in Finance from Georgia Southern University. He provides personalized wealth management services tailored to his clients' goals, focusing on areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His practice emphasizes a holistic approach and proactive guidance to help preserve and grow wealth while building lasting relationships based on trust and transparency. Ryan resides in the Laurel Springs Golf Community in Suwanee, Georgia with his wife Kimberly and their two children, Hudson and Margo. He enjoys playing golf and tennis, spending time with his family, and is a long-time Atlanta Falcons season ticket holder. He is also a member of Northpoint Community Church.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Tax-loss harvesting Parents
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David B

Series 63, Series 65

Atlanta, GA

Merrill

David Burroughs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience in financial advising, working closely with small business owners and corporate executives to develop customized strategies that address asset allocation, succession planning, and other financial goals. His services include comprehensive guidance on the sale of private businesses, retirement planning, estate planning, and long-term financial success. He holds a Bachelor's and Master's degree from Auburn University and has completed the Senior Financial Advisor program at Wharton Business School. David also holds the Personal Investment Advisor (PIA) designation. His expertise covers areas such as executive compensation, family wealth management, legacy planning, and tax minimization. David is involved in several professional organizations and community initiatives, including Compassion International, St. Jude's Hospital, the Atlanta Food Bank, and Auburn University Alumni. His personal interests include golfing, spending time with his family, and traveling.

Wealth management Business exit / sale strategy Business succession planning General retirement planning General estate planning guidance Executive Founder/Business Owner
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Joshua M

Series 63, Series 66

Roswell, GA

Fidelity

Josh Mentle is the Market Leader at Fidelity Investments, overseeing the Investor Center teams in Atlanta, Georgia, and Greenville, South Carolina. In this role, he focuses on building strong relationships with clients by ensuring their financial plans are aligned with their goals and tailored to their unique circumstances. His objective is to serve as the primary financial provider for his clients through ongoing support and plan updates. Josh has been with Fidelity Investments since 2005 and has held various positions, including Vice President and Branch Leader from 2018 to 2022, Assistant Branch Office Manager from 2017 to 2018, Branch Service Manager from 2011 to 2017, Service Manager from 2010 to 2011, Private Client Group Representative from 2007 to 2010, Premium Services Representative from 2006 to 2007, and Financial Representative from 2005 to 2006. His extensive experience within Fidelity reflects his commitment to client service and leadership in the financial services industry.

Wealth management Financial Professional
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Scott D

Series 63, Series 65

Atlanta, GA

Merrill

Scott Dozier is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in the financial services industry dating back to 1983. He specializes in family wealth management strategies, legacy planning, and managing new wealth. Scott holds the Certified Investment Management Analyst® (CIMA®) designation, completed through The Wharton School of Business, and the Certified Private Wealth Advisor® (CPWA®) designation from the University of Chicago Booth School of Business. Additionally, he holds the Personal Investment Advisor (PIA) designation. Scott earned a Bachelor of Science degree in Accounting from Florida State University in 1978 and received his CPA certificate in 1980, though he does not provide tax advice in his current role. Over his career, he has been recognized on Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2025. He is a member of the Atlanta Estate Planning Council and the Investments & Wealth Institute™. Residing in the Vinings area of Atlanta with his wife Margaret, Scott is actively involved in his community. He served on the High Museum Board of Directors for six years and on the Investment Committee for the Woodruffs Art Center for eight years. He has also served as Chairman of the Board of Trustees at The Darlington School, his alma mater, where he has been a board member since 2014. His personal interests include golf, fishing, playing guitar, and running.

Wealth management General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Gifting strategies
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