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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 256 near 64075

Out of 400,000+ nationwide

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Dean L

CFP®

Lees Summit, MO

Your Financial Partnership

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Business ownership considerations Family Business Business succession planning Founder/Business Owner
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Mike Z

CFP®

Lees Summit, MO

Java Wealth Planning

Do you have stock options at a private company & want to be prepared for a potential IPO/liquidity event? Or do you have RSUs & an ESPP at a public company and need help with cash flow & tax planning? Buying a home? Taking care of kids as well as aging parents? These decisions can be heavy, and your time, energy & talents are extremely valuable. Let's collaborate and free you up to focus on what you really care about. A little about me: I am a former software engineer, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam. After 20 years in tech, I decided to walk away from the corporate life to follow my passion. I established Java Wealth Planning to be THE source for helping tech professionals (& those who love them) navigate their financial lives.

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting Technology Professional Gen X (Born 1965-1980)
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Lucas W

Series 66

Grain Valley, MO

Edward Jones

Charitable giving tax strategies Retirement income strategy Wealth management
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Blake L

Series 66

Lee's Summit, MO

Fidelity

Blake Limbaugh is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience as a Financial Advisor at Engage Wealth Advisors from 2022 to 2023 and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. In his role, Blake focuses on partnering with clients to understand their financial goals and aims to deliver a unique and world-class experience. His career reflects a progression through various positions within the financial services industry, providing him with a broad perspective on client financial planning and advisory services. Outside of his professional work, Blake's personal interests include baseball, golf, music, soccer, social events with friends, and parenthood.

Parents
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Brian T

Series 66

Odessa, MO

Edward Jones

Wealth management ESG / Sustainable investing Military & Veterans Doctor or Medical Professional Public Service Employee Values-based investing Religious/faith focused
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Brandon Y

Series 66

Lees Summit, MO

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Intergenerational Families
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Corey L

Series 63, Series 66

Independence, MO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Executive Doctor or Medical Professional
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Brian R

CFP®, Series 66

Lees Summit, MO

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Government Employee Founder/Business Owner
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Sharon S

Series 66

Oak Grove, MO

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy ESG / Sustainable investing Religious/faith focused
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Ashley G

Series 66

Lees Summit, MO

Fidelity

Ashley Gardonia is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she focuses on enhancing the client experience by supporting advisors through strategic partnerships and continuous improvement initiatives. Prior to this, she served as Market Leader for the Advisor Development Program and Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. Her professional background includes roles at Bank of America as a Relationship Manager and Relationship Banker between 2016 and 2018, as well as experience as a Product Support Assistant at First State Bank of St. Charles, MO from 2010 to 2016. Ashley's career reflects a progression through various positions in financial services, emphasizing advisor support and client relationship management. Outside of her professional endeavors, Ashley has interests in cooking and baking, fitness, and running.

Financial Professional
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