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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 122 near 66047

Out of 400,000+ nationwide

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Kaylin D

CFP®

Lawrence, KS

Kaylin Dillon Financial Planning

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

Newlywed/Engaged Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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Kyle B

Series 66

Eudora, KS

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer
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Derek O

Series 66

Lawrence, KS

Edward Jones

Retirement income strategy General retirement planning Wealth management Inheritance planning Business ownership considerations Founder/Business Owner
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Matthew V

Series 66

Lawrence, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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John G

CFP®, Series 66

Lawrence, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Engineering Professional Real Estate Professional
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Todd W

ChFC®, Series 63, Series 66

Lawrence, KS

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management
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Mark F

Series 63, Series 65

Eudora, KS

Tradewinds Investment Advisors, LLC

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Alejandro C

CFP®, Series 66

Lawrence, KS

Planning Trail Investments, LLC

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Garrett H

CFP®, Series 66

Lawrence, KS

The Perspective Group

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Garrett H

Series 63, Series 66

Lawrence, KS

Harper Financial Strategies, LLC

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