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Whiston Asset Management

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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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Stephanie W

Series 63, Series 65

New York City, NY

Whiston Asset Management

Stephanie Whiston is the principal of Whiston Asset Management in New York City, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked at Hudson Heritage from 2001 to 2017 and has operated Whiston Advisors since 1989. Outside of investment advisory, she is the founding director of the Marine Education Foundation, a charitable organization focused on marine educational programs and fundraising. Whiston Asset Management is an independent advisory firm managing approximately $18 million in discretionary assets for individuals, high-net-worth households, pension and profit-sharing plans, trusts, and small businesses. The firm employs proprietary model portfolios and a strategic asset allocation approach tailored to clients’ retirement and wealth-transfer goals, combining discretionary portfolio management with affiliated consulting services and insurance solutions.

Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy Executive Founder/Business Owner
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