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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 177 near 99336

Out of 400,000+ nationwide

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David S

Series 66

Richland, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer ESG / Sustainable investing Government Employee
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Ruben B

Series 66

Kennewick, WA

Merrill

Ruben Bojorquez is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts client portfolios as their circumstances evolve. With expertise spanning general investing, retirement planning, and saving for unforeseen events, Ruben focuses on understanding what matters to his clients and their families. This client-centered approach enables him to craft personalized financial strategies that pursue their goals effectively. Ruben holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

General retirement planning Wealth management Passive / index investing Retirement income strategy Income planning
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Jay F

Series 66

Kennewick, WA

Edward Jones

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

CFP®, Series 66

Richland, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Technology Professional Oil & Gas
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Aaron R

Series 66

Richland, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Michael R

Series 63, Series 65

Kennewick, WA

Merrill

Michael Rader is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned his High School Diploma from Victor Valley High School. His credentials reflect his focus on retirement planning and fiduciary responsibilities within wealth management.

General retirement planning Retirement income strategy Income planning
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Jackson W

CFP®, Series 66

Kennewick, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Terry S

Series 63, Series 66

Richland, WA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Gracie B

CFP®, Series 66

Richland, WA

Edward Jones

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management
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Luke F

Series 66

Richland, WA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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