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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 33138

Out of 400,000+ nationwide

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Michael L

Series 63, Series 65

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General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Options & derivatives strategies
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Paul D

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Alejandro C

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Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
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Edward D

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Miami Beach, FL

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Wealth management
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Brian D

Series 63, Series 65

Miami, FL

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Wealth management Long-term care insurance
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Lawrence K

CFP®, Series 65

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Passive / index investing Wealth management College savings (529s, UTMA, etc.)
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Stephanie C

CFP®, Series 66

Miami, FL

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Debt management Student loan debt College savings (529s, UTMA, etc.) General retirement planning Concentrated stock management Founder/Business Owner Young Families
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