Direct booking

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

4 advisors near New York, NY

Based on your filters

user avatar
firm logo

Nels W

Series 66

New York, NY

Maytech Global Investments

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar
firm logo

Ye Y

Series 63

New York, NY

Maytech Global Investments

Ye Yin is a financial advisor at Maytech Global Investments in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Maytech Global Investments since 2016 and previously worked at Maytech Capital Management from 2014 to 2017. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, along with model portfolios and sub-advisory services. The firm focuses on a research-intensive Global Growth strategy targeting technology-enabled, scalable businesses worldwide and sponsors the Global Innovation Fund, which concentrates on technology, healthcare, and consumer sectors.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar
firm logo

John G

CFA®, Series 63

New York, NY

Maytech Global Investments

John Gross is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at MayTech Global Investments, where he has worked since 2024. Prior to joining MayTech, he spent 13 years at Polen Capital Management and BNY Mellon Distributors LLC. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, along with model portfolios and sub-advisory services. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar
firm logo

Walter K

Series 63, Series 65

New York, NY

Maytech Global Investments

Walter Kelley is a financial advisor at Maytech Global Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory role, he is an equity owner in Payment Approved Technologies. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, employing a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses worldwide. The firm also sponsors the Global Innovation Fund and offers model portfolios and sub-advisory services to institutional clients.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.