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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 284 near 46383

Out of 400,000+ nationwide

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Derek B

Series 66

Merrillville, IN

Merrill

Derek Braggs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2011 and focuses on retirement and college planning for individuals and families. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Before joining Merrill, Derek worked as an environmental scientist for URS Corporation in Chicago, consulting for companies such as BP and ArcelorMittal. He graduated with distinction from Indiana University in 2004. Derek holds the Personal Investment Advisor (PIA) designation. Originally from Northwest Indiana, Derek lives in Valparaiso with his family. He serves as a board member for The Dunes Learning Center and Taltree Arboretum & Gardens. His personal interests include adventure sports, basketball, billiards, camping, golfing, music, reading, skiing, spending time with his family, and table tennis.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy ESG / Sustainable investing
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Ronda S

Series 66

Merrillville, IN

Merrill

Ronda Scanlon is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 1998 and has over 25 years of experience in the financial services industry. Ronda and her team work with individuals, families, and business owners to develop personalized wealth management strategies that focus on growing wealth and managing investment risks. Her client focus areas include family wealth management strategies, personal retirement planning, and portfolio management services. Ronda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Carmel High School and attended Indiana University without receiving a degree. Committed to understanding the unique priorities of her clients, she emphasizes creating flexible financial plans tailored to individual goals and aspirations. In addition to her professional work, Ronda participates in community volunteering and enjoys personal interests such as antiquing, baseball, and gardening.

Wealth management General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies
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Colton H

CFP®, Series 66

Crown Point, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Daniel R

Series 66

Portage, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Jeff J

Series 63, Series 65

Merrillville, IN

Merrill

Jeff Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 2002. He specializes in assisting clients with managing their individual wealth through various market cycles, focusing on comprehensive wealth management strategies tailored to clients' specific goals. Jeff's practice areas include college education planning, retirement planning, investment consulting for defined contribution plans, and socially responsible investing. Jeff holds a Bachelor's Degree from Northern Arizona University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes on multiple occasions, including listings in "America's Top Next-Generation Wealth Advisors" and "Best in State Wealth Advisors." Outside of his professional work, Jeff enjoys participating in sports such as football, golf, skiing, and tennis. He also spends time traveling with his wife, Jennifer, and values family time.

Wealth management Passive / index investing ESG / Sustainable investing General retirement planning Retirement income strategy LGBTQIA Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Riley F

Series 63, Series 65

Merrillville, IN

Merrill

Riley Fieldhouse is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop tailored strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and saving for unexpected events, while also facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. With expertise as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Riley focuses on helping clients navigate complex financial demands such as home buying, education funding, eldercare, and healthcare planning. He emphasizes ongoing advice and portfolio adjustments aligned with clients’ evolving needs. Riley holds a High School Diploma/GED from Lake Central Highschool.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Elder care planning Medicare planning
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Eric I

ChFC®, Series 66

Chesterton, IN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Paul Michael R

Series 63, Series 66

Merrillville, IN

Merrill

Paul Michael Reyes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with entrepreneurs, professionals, business owners, corporate executives, retirees, and families, providing comprehensive wealth management strategies tailored to each client's unique goals. His expertise includes corporate benefits, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income planning. Paul emphasizes a client-centered approach, focusing on understanding clients' ambitions and responsibilities to deliver personalized financial solutions. Paul has been a financial services professional since 1999, starting his career at Deutsche Bank Alex Brown and later gaining experience at UBS and Morgan Stanley before joining Merrill Lynch in 2015. As a founding member of the RLH Group, he assists clients that include venture capitalists, private equity and technology executives, attorneys, physicians, government employees, contractors, and many recent immigrants from Asia and the Middle East. He has substantial experience in concentrated stock transactions, corporate cash management, 401(k) plans, initial public offerings, mergers and acquisitions, succession and exit planning, and corporate and executive services. He holds a Bachelor's Degree from George Washington University and several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul is also involved with professional organizations such as the Association of Corporate Growth - National Capital Region and the Tower Club of Tysons. His community involvement includes participation with AALEAD, the Alexandria Chamber of Commerce, HBI-DC, The Women Center, and Warrior Ethos. Outside of work, he enjoys basketball, golfing, running, soccer, and spending time with his family.

Retirement income strategy Income planning Concentrated stock management Liquidity event planning Business exit / sale strategy Founder/Business Owner Executive Attorney Doctor or Medical Professional Government Employee Immigrants Mid-Career Professionals Parents Married/Couples/Partners
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Sam S

Series 66

Hobart, IN

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Business Financial Management Wealth management Founder/Business Owner Doctor or Medical Professional
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Robert B

Series 66

Valparaiso, IN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Intergenerational Families
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