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Matriarch Wealth Management, LLC

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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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Joseph R

Series 66

New York, NY

Matriarch Wealth Management, LLC

Joseph Rodriguez is a financial advisor at Matriarch Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2018 to 2024. Outside of his advisory role, he is a business consultant for JALEX LLC. Matriarch Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and small businesses. The firm manages diversified portfolios using third-party managers, model-based allocation, and OCIO/TAMP solutions, and offers ongoing consulting on estate and tax-aware planning.

Private / alternative investments Options & derivatives strategies Active portfolio management Passive / index investing
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