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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

8 advisors near New York, NY

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Thomas H

Series 63, Series 65

New York, NY

Perigon Wealth Management, LLC

Thomas Haggerty is a financial advisor at Perigon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and LPL Financial. Outside of his advisory role, he serves as a board member of a residential apartment complex and acts as trustee for a family trust. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers a wrap-fee program and may utilize sub-advisors or turnkey asset management programs, with portfolio management tailored to client objectives and risk tolerance.

Wealth management
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Steven T

Series 65

New York, NY

Perigon Wealth Management, LLC

Steven Topal is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Perigon since 2022. Prior to this, he was with PM Wealth Management, LLC for one year and has been a partner at Prager Metis CPAs, LLC, an accounting firm, since 2009. Outside of his advisory work, he serves as a board member and officer for MJHS Health System Inc., a healthcare charitable organization, and is chairman of the board at Menorah Nursing Home. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while retaining oversight and conducting formal reviews at least annually.

Wealth management
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Shelley M

Series 63

New York, NY

Perigon Wealth Management, LLC

Shelley Martin is a financial advisor at Perigon Wealth Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments, PM Wealth Management, Private Advisor Group, LPL Financial, and PRAGER METIS CPAs. Outside of her advisory roles, she is involved in tax preparation and participates in a family partnership that manages tent properties in Georgia. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients' objectives and risk tolerances, often employing independent managers or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

Wealth management
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Dean K

CFA®, Series 63

New York, NY

Perigon Wealth Management, LLC

Dean Kuhlkin is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC since 2019. Prior to joining Perigon, he worked at RLP Wealth Advisors and National Planning Corporation. Outside of his advisory role, he is a passive owner of a real estate investment entity, Venti Properties LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Wealth management
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Marc S

Series 66

New York, NY

Perigon Wealth Management, LLC

Marc Specht is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Midtown Wealth Management, LPL Financial, and Private Advisor Group. Outside of his advisory work, he is a licensed insurance agent and owner of PM Risk Management, an insurance sales business. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers a wrap-fee program and may implement client portfolios through sub-advisors or turnkey asset management programs, with ongoing portfolio monitoring and formal annual reviews.

Wealth management
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Gabe W

PFS™

New York, NY

Perigon Wealth Management, LLC

Gabe Wolosky is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has previously worked at PM Wealth Management, LLC. Outside of his advisory role, Wolosky is a partner at Prager Metis CPAs, LLC, an accounting firm, serves as an attorney providing legal consulting services, and is a board member for two music publishing companies, Franco-London Music Publishing, Corp. and Plaza Sweet Music, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while retaining oversight and regularly reviewing accounts.

Wealth management
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Edmond S

Series 63, Series 65

New York, NY

Perigon Wealth Management, LLC

Edmond Sukalic is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding Series 63 and 65 licenses and six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investment, Dinami Partners, Inc., and LPL Financial. In addition to his advisory work, he supervises tax preparation and accounting services at Dinami Partners, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and proxy-voting responsibilities.

Wealth management
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Nolan C

Series 65

New York, NY

Perigon Wealth Management, LLC

Nolan Cooney is a financial advisor at Perigon Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined the firm in 2025 and has prior experience with several NFL teams and at Syracuse University. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a flexible investment approach, often using sub-advisors or turnkey asset management programs, and maintains formal account reviews with ongoing oversight.

Wealth management
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