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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

4 advisors near 62837

Out of 400,000+ nationwide

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Brenda M

Series 66

Johnsonville, IL

Fidelity

Brenda Milner is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. She has worked with Fidelity Investments and Fidelity Brokerage Services, and previously held roles at ConnectedMined, Premier Designs, Allegiance Title Company, Bk Consulting, Young Living, and MDM Energy. Outside of her advisory role, she has been involved with Young Living in a personal capacity related to essential oils and wellness products. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Abbigayle M

CFP®, Series 63, Series 65

Fairfield, IL

Edward Jones

Abbigayle Mosson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Her prior experience includes roles at Mutual of Omaha Investor Services, Mutual of Omaha, and Morgan Stanley. She has also been involved with Purdue Musical Organizations and Purdue University in earlier years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Fairfield, IL

Raymond James Financial

Christopher Conard is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2015. Outside of his advisory role, he owns and manages commercial and rental properties. Raymond James Financial Services Advisors, Inc. serves a broad range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration to develop tailored plans and investment recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Andrew D

CFP®, Series 66

Fairfield, IL

Edward Jones

Andrew Diesel is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2006. He has 19 years of industry experience and serves clients from Fairfield, Illinois. Outside of his advisory role, Diesel volunteers as an assistant basketball coach at Jasper Grade School. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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