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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 87 near 63028

Out of 400,000+ nationwide

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Ethan B

CFP®, ChFC®

Crystal City, MO

Bridgewater Advisory Group LLC

Hi, I’m Ethan, a CERTIFIED FINANCIAL PLANNER™ professional and co-founder of Bridgewater Advisory Group LLC. My passion is helping people align their financial decisions with their personal goals and dreams. At Bridgewater, we focus on empowering you to find the joy possible in every moment by creating financial plans that provide the clarity and confidence to live the life you’ve earned. Our approach is rooted in collaboration. We take the time to understand what matters most to you—your hopes, dreams, and goals—and work alongside you to develop a financial strategy that reflects the life you envision. By helping you step back from the busyness of life, we guide you to think intentionally about your priorities and move forward with a plan that brings meaning, joy, and peace of mind. We specialize in retirement distribution planning, tax planning, and healthy aging support. Our goal is to help you maximize the potential of your assets so you can fully embrace a life that sparks joy. At the same time, we work to help you avoid costly tax mistakes and develop a healthy aging plan that ensures you get the most out of your retirement—both financially and personally.

General retirement planning Retirement income strategy Income planning General tax planning
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Garrett R

CFP®, Series 66

Waterloo, IL

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance
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Scott S

Series 66

Festus, MO

Edward Jones

Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner
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Frank W

CFP®, Series 63

Hillsboro, MO

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business sale tax planning General estate planning guidance
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Collin M

Series 63, Series 66

Waterloo, IL

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Founder/Business Owner Intergenerational Families
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Stephen H

Series 63, Series 66

Imperial, MO

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Janna A

Series 66

Festus, MO

Edward Jones

General retirement planning Wealth management Educators, Teachers, and Academics Government Employee Women Professionals
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Staci T

CFP®, ChFC®, Series 66

Festus, MO

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner Women Professionals
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Curtis H

Series 66

Waterloo, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Dustin W

CFP®, Series 66

Waterloo, IL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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