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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 30296

Out of 400,000+ nationwide

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Adam D

Series 65

Atlanta, GA

Adam Capital

Private / alternative investments Active portfolio management Options & derivatives strategies
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Chloe M

CFP®, Series 63

Atlanta, GA

Financial Staples

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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David L

Series 65

Atlanta, GA

Littlefield Asset Management, Inc.

Passive / index investing
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Daniel D

CFA®, Series 66

Atlanta, GA

Farview Management, LLC

Concentrated stock management Active portfolio management Options & derivatives strategies
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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired
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Benjamin L

CFP®, Series 63

Atlanta, GA

Lock Wealth Management

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Business exit / sale strategy Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Robert B

Series 65

Atlanta, GA

Bunnen Financial Management LLC

General retirement planning Tax-loss harvesting Cash flow / budgeting
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Bryan B

CFP®, Series 63

Newnan, GA

Wealth Partners, Inc.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General tax planning Retired Founder/Business Owner Mid-Career Professionals
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Lori D

CFP®, Series 65

Atlanta, GA

Zero Gravity Financial, LLC

Business sale tax planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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