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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 98672

Out of 400,000+ nationwide

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A. J

CFA®

White Salmon, WA

Trimaran Capital

Options & derivatives strategies Passive / index investing Active portfolio management Real estate investing
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Eric A

Series 65

Hood River, OR

Viento Financial Group, LLC

ESG / Sustainable investing Cash flow / budgeting
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Sharon P

Series 65

Hood River, OR

Crown Point Wealth Advisors

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Executive
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Joseph G

CFP®, Series 66

Hood River, OR

Crown Point Wealth Advisors

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Executive
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Robert S

CFP®, Series 63, Series 66

Hood River, OR

Nest Financial Planning, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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James W

Series 66

Hood River, OR

Crown Point Wealth Advisors

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Executive
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Ronald C

CFP®

Hood River, OR

Viento Financial Group, LLC

ESG / Sustainable investing Cash flow / budgeting
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Patricia G

Series 63, Series 65

Hood River, OR

Northside Capital Management LLC

Private / alternative investments ESG / Sustainable investing Wealth management Tax-loss harvesting
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David R

Series 63, Series 66

White Salmon, WA

Cooper McManus

Options & derivatives strategies Wealth management
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Jason S

CFP®, Series 66

Hood River, OR

Focus Partners Wealth, LLC

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Dentist Executive
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