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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

2 advisors near 31096

Out of 400,000+ nationwide

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Madison B

Series 66

Wrightsville, GA

Cetera

Madison Bennett is a financial advisor at Cetera with eight years of industry experience. She holds the Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory role, Madison is involved in tax preparation and accounting services through her leadership positions at Madison Ashleigh LLC and Sweat & Associates LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a large network of independent advisors and a variety of investment program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Donnie S

Series 63, Series 65

Wrightsville, GA

Cetera

Donnie Sweat is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at Avantax Investment Services and The State Life Insurance Company. Outside of advisory work, he is involved in tax preparation and accounting through multiple business entities and serves on the board of Southeastern Technical College as well as participating in local Rotary activities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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