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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 72513

Out of 400,000+ nationwide

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Capri P

Series 66

Cherokee Village, AR

Edward Jones

Capri Payne is a Series 66-licensed financial advisor with Edward Jones, based in Cherokee Village, AR, and has two years of industry experience. Prior to rejoining Edward Jones in 2025, Capri worked there from 2019 to 2025 and held positions at Empower and the State of Arkansas. Outside of financial services, Capri owns a food truck business called Smooches Burnouts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the U.S.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management ESG / Sustainable investing Public Service Employee Real Estate Professional Religious/faith focused Values-based investing
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Stephen T

Series 63, Series 66

Cherokee Village, AR

Edward Jones

Stephen Thompson is a financial advisor with Edward Jones in Cherokee Village, AR, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

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

Series 66

Ash Flat, AR

LPL Financial

Scott Daily is a financial advisor with LPL Financial in Ash Flat, Arkansas. He holds a Series 66 designation and has 19 years of industry experience. His prior work includes roles at FNBC Bank, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory work, he serves as president of Scott Daily Inc., a business entity unrelated to investment activities, and is involved with Myers Davis, an Arkansas Medicaid waiver program. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage service combinations.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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