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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 27 financial advisors of 27 near 70775

Out of 400,000+ nationwide

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Bryan M

Series 63, Series 65

Saint Francisville, LA

Merrill

Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.

Wealth management Private / alternative investments Options & derivatives strategies Retirement income strategy College savings (529s, UTMA, etc.)
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Daniel G

Series 66

Zachary, LA

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs
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David G

Series 66

Zachary, LA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Dean M

CFP®, Series 63

New Roads, LA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Matthew W

Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

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Gabriel K

Series 66

Saint Francisville, LA

KG Capital Management, LLC

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Christophe L

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

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Andrew G

Series 63, Series 65

Saint Francisville, LA

KG Capital Management, LLC

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Michael W

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

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Hugh U

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

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