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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 85305

Out of 400,000+ nationwide

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Ryan B

Series 65

Phoenix, AZ

Betts LLC

Wealth management
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David M

CFP®, Series 63

Scottsdale, AZ

Musser Financial Planning, LLC

Annuities Life insurance needs analysis Disability insurance Long-term care insurance
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Nicholas G

Series 63, Series 65

Phoenix, AZ

FMT Investment Advisory

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Sergey Z

Series 65

Scottsdale, AZ

zQuant Advisory, LLC

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Zakriah G

CFP®, Series 63, Series 66

Scottsdale, AZ

Wealthstone Private Wealth Management, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Young Professionals
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Alan N

CFP®, Series 63, Series 66

Phoenix, AZ

Norris Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning General estate planning guidance Founder/Business Owner

Anthony S

CFP®

Phoenix, AZ

Dynamic Financial Planning

Hi, I'm Anthony – a CFP® and father of three who specializes in helping successful professionals turn scattered financial decisions into a coordinated wealth-building strategy. You're doing well, but between stock options, tax planning, debt payoff, and investment choices, there are too many moving pieces to navigate without the right financial partner. I started Dynamic Financial Planning because I watched too many successful professionals struggle with this. Traditional AUM models ignore you during your most critical wealth-building years, leaving you to figure it out alone when the stakes are highest. The Dynamic Approach is different: ✔ Human-first planning that meets you where you are – progress over perfection, always. Your financial house gets built with architecture designed for your real life, not some textbook scenario. ✔ Purpose-driven strategy that starts with your "why." When we're clear on what you're building toward, every decision becomes easier. We invest early and often because your dreams can't wait for perfect timing. ✔ Complete wealth architecture whether you're breaking free from debt to build serious assets or protecting substantial wealth for your family's future. ✔ True partnership that delivers what you really want: optimized returns, protected wealth, and the confidence to actually enjoy your success instead of constantly worrying about it. The result? You sleep better knowing your financial foundation is solid, and your family's future is secure. I'm easy going and enjoy working with people virtually or in-person at times that are convenient for them. At the end of the day, my goal is to earn your trust and build you the financial house that you deserve. Schedule: https://www.dynamic-fp.com/schedule Message: anthony@dynamic-fp.com Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale

Equity Recipients (RS/RSU, SOP, ESPP) Young Families FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Charles H

PFSâ„¢, Series 66

Phoenix, AZ

Covenant Financial Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner
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Dylan H

Series 66

Scottsdale, AZ

Finest Edge Financial LLC

Wealth management General retirement planning Tax strategies for small businesses
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Joel B

Series 63, Series 65

Peoria, AZ

21:5 Advisors, LLC

Annuities General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management
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