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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 78861

Out of 400,000+ nationwide

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Christopher V

Series 63, Series 65

Hondo, TX

Raymond James Financial

Christopher Van Stavern is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boerne, TX. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including prior roles at Ameriprise and Investment Professionals, Inc. He is also a partner at OLS Property Group, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, often supporting clients in an advisory capacity rather than through discretionary management.

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

Series 63, Series 66

Hondo, TX

Edward Jones

Daniel Dailey is a financial advisor with Edward Jones in Hondo, Texas, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and maintains office rental properties in Castroville and Hondo, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pensions, corporations, and charitable organizations. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide, offering both discretionary and non-discretionary investment strategies.

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

Series 66

Hondo, TX

Edward Jones

Paden Lynch is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 designation. He has worked at Edward Jones since 2019 and previously held roles at Double L Lodges LLC and Cecil Atkission Motors. Lynch is also a managing member of Double L Lodges LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.

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