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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

3 advisors near 29924

Out of 400,000+ nationwide

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Kevin B

Series 66

Estill, SC

&PARTNERS

Kevin Braddock is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Heartwood Financial Group, Commonwealth Financial Network, Wells Fargo Advisors, and Edward Jones. He is also the owner of Heartwood Financial Group, LLC. \u0026PARTNERS serves a diverse client base including individuals across wealth levels, retirement plans, charitable organizations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Laurence B

Series 66

Estill, SC

Edward Jones

Laurence Buck is a Series 66-licensed financial advisor at Edward Jones in Estill, SC, with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as Co-Chairman of Friends of NRA Pinellas County, FL, where he coordinates fundraising events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael T

Series 66

Hampton, SC

Edward Jones

Michael Thomas is a financial advisor at Edward Jones in Hampton, SC, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2016 and serves as a Lieutenant Colonel in the United States Army Reserve, where he is also an instructor for the Command General Staff Officer College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Military & Veterans
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