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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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Matias M

Series 63, Series 65

New York, NY

Sowell Management

Matias Mirvois is a financial advisor at Sowell Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eagle Eye Advisors LLC, XP Investments US, LLC, and Icap Corporates LLC. He is also a partner at Eagle Eye Advisors, LLC. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and consulting services supported by model portfolios, third-party sub-advisors, and unified managed account platforms.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Tax strategies for small businesses Founder/Business Owner Retired Executive
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Harvey S

Series 63, Series 65

New York, NY

Sowell Management

Harvey Spira is a financial advisor at Sowell Management with 41 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at PresCap Advisors, LLC, Virtue Capital Management, LLC, National Securities Corp, and National Asset Management. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates an independent contractor model supporting branch entities with compliance, technology, trading, and back-office services, while offering portfolio management, financial planning, and sub-advisory services.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Tax strategies for small businesses Founder/Business Owner Retired Executive
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