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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 Retired

2 advisors near 84532

Out of 400,000+ nationwide

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Shalee B

Series 63, Series 66

Moab, UT

Edward Jones

Shalee Bryant is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LATAM Equipment Company and FIDELITY Brokerage Services LLC. In addition to her advisory role, she is a general partner at HBW Partners LLP, a limited liability partnership based in Moab, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business ownership considerations ESG / Sustainable investing Founder/Business Owner
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Jordan K

Series 66

Moab, UT

Edward Jones

Jordan Killen is a financial advisor at Edward Jones in Moab, Utah, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Morgan Stanley and E*TRADE in various capacities. His background also includes over a decade of experience outside finance in the restaurant industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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