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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 33982

Out of 400,000+ nationwide

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Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Business ownership considerations Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Income planning Wealth management
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Gw K

Series 63, Series 65

North Port, FL

King Retirement Solutions, LLC

General retirement planning Social Security optimization Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.)
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David H

Series 63, Series 65

Port Charlotte, FL

Lci Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management
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Steven B

Series 63, Series 65

Port Charlotte, FL

Amerigo Asset Management Corporation

Active portfolio management Options & derivatives strategies
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Christopher K

CFA®

Port Charlotte, FL

R.W. Roge & Company, Inc

Wealth management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Jeffrey T

Series 65

Port Charlotte, FL

Ideal Retirement Solutions

Annuities
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Tyler A

Series 65

Port Charlotte, FL

Coquina Private Wealth Advisors

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Stephen C

Series 63

Port Charlotte, FL

Coquina Private Wealth Advisors

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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John W

Series 66

Port Charlotte, FL

Carmel Capital Partners, LLC

Private / alternative investments Real estate investing Options & derivatives strategies
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