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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 175 near 58501

Out of 400,000+ nationwide

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Nathan D

Series 63, Series 66

Bismarck, ND

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy
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Joshua W

Series 66

Bismarck, ND

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Trevor K

Series 66

Bismarck, ND

Edward Jones

Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Troy N

Series 63, Series 65

Bismarck, ND

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Perry A

Series 66

Bismarck, ND

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Vanessa M

Series 66

Bismarck, ND

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Planning for children with special needs Wealth management
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Andrew B

Series 66

Bismarck, ND

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Military & Veterans
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Jason N

CFP®, Series 66

Bismarck, ND

Edward Jones

Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Candace B

Series 66

Bismarck, ND

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Mark A

CFP®, Series 63, Series 65, Series 66

Bismarck, ND

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Women Professionals
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