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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 543 near 54303

Out of 400,000+ nationwide

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Ross F

Series 66

Suamico, WI

Edward Jones

Retirement income strategy Wealth management Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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James G

Series 63

Green Bay, WI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies Wealth management
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Mark Z

Series 66

Green Bay, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Startup equity planning Business ownership considerations General retirement planning Founder/Business Owner
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Jonathan S

Series 66

Suamico, WI

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Professional Athlete Doctor or Medical Professional Founder/Business Owner
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Ilya D

Series 66

Green Bay, WI

Merrill

Ilya Dayter is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Green Bay, Wisconsin. He provides wealth management services to a diverse clientele, including business owners, entrepreneurs, corporate executives, and individual investors across the country. Ilya’s practice emphasizes a comprehensive approach, working closely with clients and their professional advisors to integrate areas such as employee benefits, trust and wealth transfer planning, and exit strategies. Prior to his financial services career, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles involving coalition coordination and infrastructure development partnerships. He holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ilya earned a bachelor’s degree from Chapman University and is fluent in English and Russian. Beyond his professional role, Ilya is involved in several community and veteran organizations. He serves on the Village of Howard Police and Fire Commission and has been active with the Bank of America Military Support & Assistance Group, the Northeast Wisconsin Veterans Alliance, Freedom House, and the Howard Suamico Business Professional Association, where he previously served as president. He resides in Green Bay with his family and enjoys activities such as traveling, gardening, golf, tennis, scuba diving, skiing, and spending time with his family.

Wealth management Business exit / sale strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive Mid-Career Professionals Established Professionals Sandwich Generation Immigrants
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Justus H

Series 66

Green Bay, WI

Merrill

Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on aligning client goals with suitable financial strategies and conducts due diligence on the team’s investment strategies and portfolios. His client services encompass areas such as endowments, foundations, non-profits, defined contribution plans, legacy and LGBT wealth planning, retirement income, tax minimization, and socially responsible investing. Justus began his financial services career in 2003 at a Fortune 100 company as an Investment Analyst specializing in corporate bonds. He holds the Chartered Financial Analyst® (CFA®) designation earned in 2006, as well as additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics. Outside of work, Justus enjoys cooking, football, music, reading, and traveling with his wife Katie and their two sons. He serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. Justus was recognized as a member of the RH Group Wealth Management team on the Forbes “Best-in-State Wealth Management Teams” list in 2023, 2024, and 2025.

Wealth management Retirement income strategy Retirement withdrawal strategies Social Security optimization ESG / Sustainable investing LGBTQIA Values-based investing
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Keith N

Series 66

Green Bay, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Lee S

Series 66

Suamico, WI

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Charlie R

Series 66

Green Bay, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Maxwell G

Series 66

Green Bay, WI

Merrill

Maxwell Gallagher is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial matters, including investing, retirement planning, and preparing for unexpected expenses. Maxwell also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Maxwell's expertise lies in helping clients manage competing financial demands such as purchasing a home, saving for college, and planning for healthcare needs. He collaborates with clients to define their financial goals and selects portfolio strategies designed to meet those objectives. He offers ongoing advice and adjusts strategies as clients' situations evolve. He holds a Bachelor's Degree from Marquette University and maintains the Personal Investment Advisor (PIA) designation.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Elder care planning Home buying
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