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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 144 near 55092

Out of 400,000+ nationwide

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Jeremy W

CFP®, Series 63, Series 66

Blaine, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance
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Adam C

CFP®, Series 66

North Branch, MN

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Tanya P

CFP®, Series 66

Chisago City, MN

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management
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Zachary B

Series 66

Scandia, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Kyle A

Series 66

Blaine, MN

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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Patrick G

Series 63

Forest Lake, MN

Edward Jones

Retirement income strategy Planning for children with special needs
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Abby M

CFP®, Series 66

Blaine, MN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Liquidity event planning Wealth management
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Joseph N

Series 66

Wyoming, MN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Newlywed/Engaged Young Families
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Brandon N

CFP®, Series 66

Wyoming, MN

Edward Jones

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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Austin F

Series 63, Series 65

Forest Lake, MN

Fidelity

Austin Franz is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Relationship Specialist at Charles Schwab from 2019 to 2020 and as a Financial Specialist at UW Credit Union from 2017 to 2019. In his current role, Austin focuses on understanding clients' unique financial situations through a collaborative process. He works with clients to develop retirement plans and investment strategies aimed at helping them navigate the financial landscape and move closer to achieving their financial goals. Outside of his professional career, Austin has personal interests that include boating, cars, fitness, lake activities, motorcycles, and parenthood.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing Parents
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