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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

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Jakob H

Series 65

New York, NY

MacFarlane Investors

Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation with approximately one year of experience in the industry. Prior to joining MacFarlane Investors, he worked at Reiss and held various roles in retail and marine sectors while completing his education. MacFarlane Investors serves individuals, families, trusts, and organizations of varying sizes, offering portfolio construction, discretionary portfolio management, and alternative investment options including real estate and digital assets. The firm’s investment approach emphasizes fundamental research and long-term buy-and-hold strategies, with options for concentrated portfolios or a proprietary ETF allocation, and provides institutional-level services uncommon among solo independent advisors.

Concentrated stock management
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