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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 83 near 72364

Out of 400,000+ nationwide

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Jarod W

Series 63, Series 66

Marion, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Blake K

Series 63, Series 66

Memphis, TN

Fidelity

Blake Kirchner is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Blake served as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023, all within Fidelity Investments. Blake holds insurance licenses in Arkansas and California. In client interactions, Blake focuses on building partnerships based on trust, transparency, and tailored strategies, aiming to develop financial plans that address clients' immediate needs and long-term goals. Outside of work, Blake enjoys spending time at the beach, attending concerts, watching football, engaging in social events with friends, watching movies, and listening to music.

Wealth management Passive / index investing Financial Professional
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