Direct booking

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 16 financial advisors of 16 near 51355

Out of 400,000+ nationwide

firm logo

Brandon M

ChFC®, Series 66

Milford, IA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Planning for children with special needs Military & Veterans Founder/Business Owner
firm logo

Jeromy M

Series 63

Spirit Lake, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
firm logo

Amy H

Series 66

Milford, IA

Edward Jones

General estate planning guidance Retirement income strategy General retirement planning Wealth management
user avatar
firm logo

Walter W

Series 63, Series 65

Vancouver, WA

Advisor Share Wealth Management, LLC

user avatar
firm logo

Nicole E

Series 65

Spencer, IA

Northwest Wealth Management, LLC

user avatar

Brian S

CFP®, Series 63, Series 65

Okoboji, IA

Avantax Planning Partners, Inc.

user avatar

Michael S

Series 65

Okoboji, IA

Avantax Planning Partners, Inc.

user avatar
firm logo

Christene B

Series 63, Series 65

Spirit Lake, IA

Ameriprise

firm logo

Christopher F

Series 66

Spirit Lake, IA

Edward Jones

user avatar
firm logo

Bradley S

Series 63, Series 66

Spirit Lake, IA

Raymond James Financial

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")