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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

Advisors near 72210

Out of 400,000+ nationwide

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Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.

General retirement planning Income planning
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Elijah C

Series 63, Series 65

Little Rock, AR

Valuepoint Partners, Inc.

Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.

Active portfolio management
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Bradley S

CFP®, Series 63, Series 66

Little Rock, AR

Caprock Wealth Management

Bradley Smith is a CFP® with 14 years of industry experience and is the principal of CapRock Wealth Management. He has worked previously at Meridian Investment Advisors, LPL Financial, Farmers Bank and Trust, and Magnolia Banking Corporation, where he currently serves as a director. Outside of his advisory role, he manages timberland operations through a family business, BES Enterprises. CapRock Wealth Management provides investment management and financial planning services primarily to institutional clients such as retirement plans and charitable organizations, as well as individual clients. The firm employs a mix of passive and active strategies, emphasizes asset allocation and risk management, and offers fiduciary services including retirement plan consulting.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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Jason R

Series 63, Series 66

Little Rock, AR

Advanced Retirement Solutions, Inc.

Jason Redditt is a financial advisor at Advanced Retirement Solutions, Inc. in Little Rock, Arkansas, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Advanced Retirement Solutions since 2011. Outside of his advisory role, Redditt owns Workplace Financial, Inc., which is involved in the sale of life insurance and fixed annuities, and he is a partner in James and Redditt, Inc., a property and casualty insurance business. Advanced Retirement Solutions, Inc. is a fee-based advisory firm that manages portfolios for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial and retirement planning services and employs a model-based portfolio management approach that incorporates fundamental, technical, and cyclical analysis with quarterly rebalancing.

General retirement planning Wealth management Active portfolio management
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Matthew W

Series 63, Series 65

Little Rock, AR

White McGowan

Matthew White is a financial advisor with White McGowan in Little Rock, Arkansas, holding Series 63 and Series 65 designations and 16 years of industry experience. Prior to founding White McGowan in 2018, he worked at MML Investors Services and MassMutual Life Insurance Company from 2015 to 2018. Outside of his advisory role, White supervises business operations for OMS Consulting, an oral surgery management services firm. White McGowan serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial consulting. The firm advises on direct real estate opportunities and various insurance and market-linked products, managing assets primarily on a discretionary basis while incorporating third-party platforms and implementing comprehensive financial planning for clients.

Real estate investing Tax-loss harvesting Wealth management College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner Established Professionals
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Johnny B

CFP®, Series 63, Series 65

Little Rock, AR

Brown Capital Management, LLC

Johnny Brown is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Brown Capital Management, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Little Rock, AR. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans, providing investment supervisory services and hourly financial planning. The firm employs multiple methods of analysis and a range of trading strategies, incorporating both traditional and insurance-related investment products within client portfolios.

Options & derivatives strategies Annuities
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Jennifer S

CFP®

Maumelle, AR

Legacy Consulting Group

Jennifer Schmitt is a CFP® professional with three years of industry experience, currently serving at Legacy Consulting Group in Maumelle, Arkansas. She has worked at Legacy Consulting Group since 2022. Legacy Consulting Group advises individuals, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial life planning, and special-project consulting. The firm employs a combined quantitative and qualitative investment process and utilizes a range of investment vehicles, including mutual funds, ETFs, and alternative instruments.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Charitable giving & philanthropy
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