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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 54 near 46181

Out of 400,000+ nationwide

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Seth S

CFP®

Franklin, IN

Pillar Wealth LLC

Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.

Business ownership considerations Business Financial Management General retirement planning Founder/Business Owner
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David E

Series 66

Trafalgar, IN

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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Bryan D

Series 63, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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Blake B

Series 66

Franklin, IN

Edward Jones

Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Shane M

Series 63, Series 66

Greenwood, IN

Edward Jones

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Jenna B

CFP®, Series 66

Martinsville, IN

Edward Jones

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

Series 66

Martinsville, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Kirk M

Series 66

Greenwood, IN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

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John M

Series 65

Franklin, IN

Wealth Team LLC

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