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

Advisors near 60014

Out of 400,000+ nationwide

user avatar
firm logo

David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
user avatar
firm logo

David G

CFP®

Barrington, IL

Retirement Matters, Inc.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Educators, Teachers, and Academics
user avatar

Kevin S

CFP®, Series 65

Barrington, IL

Balance Financial Services, Inc.

Passive / index investing Active portfolio management
user avatar
firm logo

James R

CFP®, Series 66

Elgin, IL

Monotelo Wealth Partners

Active portfolio management Tax-loss harvesting
user avatar
firm logo

Henry G

Series 65

Hoffman Estates, IL

Castling Financial Planning, Ltd.

Active portfolio management Passive / index investing Mid-Career Professionals
user avatar

Timothy M

CFP®, Series 63

Lake Barrington, IL

Timothy J McDonald CPA CFP

General retirement planning General tax planning Wealth management General estate planning guidance
user avatar

William P

Series 63, Series 65

North Barrington, IL

Wellspring Capital Group, Ltd.

Active portfolio management
user avatar
firm logo

Robert S

CFP®, ChFC®

Grayslake, IL

R. W. Stanley Investment Planning

General retirement planning College savings (529s, UTMA, etc.) General tax planning Cash flow / budgeting Wealth management
user avatar
firm logo

Benjamin B

CFP®, ChFC®, Series 63

Iverness, IL

Responsive Financial Group, Inc.

Options & derivatives strategies Wealth management
user avatar
firm logo

Richard V

Series 63, Series 65

Lake In The Hills, IL

Smart Stewardship Advisors

Charitable giving & philanthropy General estate planning guidance Wealth management Christian Faith Based
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")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.