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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 48 near 40330

Out of 400,000+ nationwide

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Alan B

CFP®, Series 63, Series 66

Nicholasville, KY

Fidelity

AJ Bouvin is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, AJ works with clients to evaluate their financial needs and collaborates with them to develop a roadmap aimed at progressing toward their financial goals. AJ has been with Fidelity Investments since 2020, gaining experience through various roles including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects a comprehensive understanding of investment strategies and client relationship management. Outside of work, AJ engages in activities such as boating, fishing, fitness, outdoor adventures, snowboarding, and traveling.

Wealth management Passive / index investing Active portfolio management
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Teresa S

Series 66

Danville, KY

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Brock J

Series 66

Danville, KY

Edward Jones

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
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Perry D

Series 63, Series 66

Harrodsburg, KY

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management
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Andrew W

Series 66

Harrodsburg, KY

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Christopher T

Series 63, Series 66

Nicholasville, KY

Fidelity

Chris Tischner is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads and supports a team of financial professionals dedicated to assisting clients with complex and comprehensive financial planning. His mission centers on understanding client needs and providing focused support to his team to meet those needs effectively. Chris has extensive experience within Fidelity Investments, having served in various roles since 2004. His career progression includes positions such as Assistant Branch Leader, Financial Consultant, Investments Representative, Financial Representative, Retirement Investment Services Representative, and Customer Support Services Representative. This breadth of experience underscores his deep knowledge of financial services and client support. Outside of his professional responsibilities, Chris enjoys activities such as beach outings, boating, fishing, golf, spending time at the lake, and traveling.

General retirement planning Wealth management Financial Professional
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Heidi C

CFP®, Series 66

Danville, KY

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Women Professionals
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Le Ticia W

Series 66

Nicholasville, KY

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Newlywed/Engaged
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Jared L

Series 66

Harrodsburg, KY

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management
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Daniel V

Series 66

Nicholasville, KY

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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