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Stephen Olah

Advisor at Towson Financial Advisors, LLC — Abingdon, MD

Updated today

Credentials

CFP®, PFS™, Series 63

Experience

29 years

Location

Abingdon, MD

Towson Financial Advisors, LLC

Independent

Total advisors

1

Clients per advisor

38 High

Avg AUM per client

$582,241 Typical

HNW client ratio

16% Typical

About

Stephen Olah is a CFP® and PFS™ professional with 29 years of industry experience. He has been the principal of Towson Financial Advisors, LLC since 2016 and also maintains a tax preparation and consulting practice as a CPA. His prior roles include long-term positions with TLS Insurance Services, TLS Financial Services, TLS Advisory Services, and Penn Mutual Life Insurance Company. Towson Financial Advisors is a single-adviser independent firm serving individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm employs modern portfolio theory and long-term trading, typically managing accounts on a discretionary basis with documented client risk tolerance and periodic reviews.

Client services

Based on Towson Financial Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Towson Financial Advisors, LLC

Annuities

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Fee options

Fixed

$2,500 to $10,000 fixed fee for financial planning

Percentage

$0 - $200,000: 2.00% $200,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Project-based

$250 to $350 per hour

Location

Abingdon, MD

Abingdon MD

Advisors at this office

1

Most active in

Maryland

Work history

29 years of industry experience

Towson Financial Advisors, LLC

2016 - Present • 10 years

Abingdon, MD

TLS Insurance Services, Inc.

2004 - Present • 22 years

Towson, MD

TLS Financial Services, Inc.

2004 - Present • 22 years

Towson, MD

TLS Advisory Services, Inc.

2004 - 2017 • 13 years

Towson, MD

Penn Mutual Life Ins Co

2001 - Present • 25 years

Towson, MD

Stephen Olah, CPA

1989 - Present • 37 years

Baltimore, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeff J

CFP®, ChFC®, Series 63, Series 65, CLU®, Series 6, Series 7

Forest Hill, MD

Chesapeake Financial Planners

Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Technology Professional Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Divorced Women Women Business Owners
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Timothy C

CFP®

Bel Air, MD

Curran & Company Wealth Advisory

Timothy Curran is a CFP® professional affiliated with Curran & Company Wealth Advisory in Bel Air, MD. He has been with Curran & Company, LLC since 2015 and with Curran Wealth Advisory, LLC since 2026. Curran & Company Wealth Advisory provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses, integrating tax and accounting services through an affiliated firm. The firm’s investment approach focuses on long-term, fundamental analysis and diversified portfolios using low-cost mutual funds and ETFs, with oversight of third-party independent managers.

Wealth management Tax-loss harvesting
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Graeme W

ChFC®, Series 63, Series 65

Forest Hilll, MD

G.S. Woods Wealth Management

Graeme Woods is the principal advisor at G.S. Woods Wealth Management, holding the ChFC® designation and Series 63 and 65 licenses, with 16 years of industry experience. His background includes roles at eXp Commercial and Finalis Securities, among others. Outside of advisory work, he is CEO of Multi Arbitrage Capital Solutions, where he consults business owners on risk management and develops related software. G.S. Woods Wealth Management serves individuals, families, small businesses, professionals, charitable organizations, and employee benefit plans, providing financial planning, insurance advice, business consulting, and pension consulting. The firm employs a goals-based planning approach, refers clients to third-party asset managers, and offers services including an AI-based budgeting tool and discounted consultations for veterans and first responders.

Debt management Cash flow / budgeting Disability insurance College savings (529s, UTMA, etc.) Concentrated stock management Military & Veterans Founder/Business Owner Values-based investing
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Christopher Y

Series 66

Forest Hill, MD

Honeygo Financial

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.

Retirement income strategy Social Security optimization General tax planning Charitable giving tax strategies College savings (529s, UTMA, etc.)

Ryan T

CFP®

Bel Air, MD

Town Capital

If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.

General retirement planning Engineering Professional Scientific Professional Baby Boomers (Born 1946-1964)
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Antoine O

Series 63, Series 65

Nottingham, MD

Plancorr Wealth Management, LLC

Antoine Orr is the sole advisor at Plancorr Wealth Management, LLC in Nottingham, MD, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Plancorr Wealth Management since 2008 and has operated as a self-employed insurance agent since 1998, dedicating significant time to his independent insurance services. Plancorr Wealth Management provides fee-only financial consulting and personalized planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes detailed analyses including investment portfolio cost-benefit and risk management, retirement income planning, and insurance reviews, delivering advice through consultations and written reports without taking custody of client assets.

Life insurance needs analysis Long-term care insurance Annuities Cash flow / budgeting Retirement income strategy
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