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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 24 financial advisors of 24 near 37303

Out of 400,000+ nationwide

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Joseph L

CFP®, ChFC®, Series 66

Athens, TN

Edward Jones

Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Wealth management Founder/Business Owner Professional Athlete
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Murray W

CFP®, Series 63, Series 66

Athens, TN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Founder/Business Owner
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John A

Series 66

Madisonville, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Military & Veterans Newlywed/Engaged
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Jordan P

Series 66

Athens, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
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Jeremy L

Series 63, Series 66

Madisonville, TN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Jeffrey S

Series 63, Series 65

Athens, TN

Capital Square, LLC

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Notley M

Series 63, Series 65

Athens, TN

Capital Square, LLC

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Richard S

Series 65

Athens, TN

Capital Square, LLC

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Stacy E

CFP®, Series 63

Athens, TN

Capital Square, LLC

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William H

Series 65

Athens, TN

United Advisors America

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