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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 1,011 near 83616

Out of 400,000+ nationwide

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Ron S

CFP®, RICP®

Meridian, ID

Retire Sensibly LLC

Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.

General retirement planning General tax planning Widow/Widower Baby Boomers (Born 1946-1964)
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Francois B

CFP®, Series 66

Boise, ID

Investor FAN

Retirement income strategy General retirement planning Wealth management
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Ashley W

Series 63, Series 66

Boise, ID

Fidelity

Ashley Ward is a Planning Consultant at Fidelity Investments, a position held since 2021. She has over a decade of experience in the financial industry, focusing on educating and engaging high-net-worth clients to develop financial plans tailored to their specific needs and goals. Ashley's role involves providing clients with information, resources, and investment guidance to support critical decisions regarding their investment portfolios and retirement plans. Her tenure at Fidelity Investments includes roles as a Relationship Manager from 2016 to 2021, a High Net Worth Service Associate in 2016, and a Full Trader from 2015 to 2016. Ashley holds insurance licenses in Arkansas and California, which support her professional qualifications. Outside of her professional life, Ashley has interests in camping, museums, painting, parenthood, reading, and traveling.

Wealth management Retirement income strategy General retirement planning Income planning
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Darren C

Series 66

Nampa, ID

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management
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Cole R

Series 63, Series 66

Boise, ID

Fidelity

Cole Rumrill is a Financial Consultant at Fidelity. In this role, he focuses on understanding clients' goals and collaborating with them to utilize Fidelity's tools to pursue those objectives. He has held various positions at Fidelity, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Cole holds a California Insurance License. Outside of his professional work, Cole's personal interests include comedy, fitness, football, outdoor adventures, reading, and snowboarding.

Financial Professional
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Rodney E

Series 63

Caldwell, ID

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Roman J

Series 63, Series 66

Eagle, ID

Fidelity

Roman Jones is Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2004. He has held the position of Branch Office Manager since 2008 and has been involved in managing client planning needs in the Treasure Valley area. With extensive experience in branch management and client services, Roman has been involved in overseeing office operations and assisting clients with their financial planning. His tenure at Fidelity Investments spans over a decade, reflecting his commitment to the firm and its clients. Roman expresses gratitude for living and working in the Treasure Valley and focuses on supporting clients with their planning requirements. No additional information on education, credentials, or personal interests was provided.

Wealth management
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Grant G

CFP®, Series 66

Eagle, ID

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Steven C

CFP®, Series 66

Boise, ID

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Kori A

Series 66

Meridian, ID

Edward Jones

Multi-generational wealth transfer Wealth management General retirement planning Retirement income strategy Doctor or Medical Professional Newlywed/Engaged Young Professionals
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