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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

5 advisors near 99615

Out of 400,000+ nationwide

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Tyler W

Series 66

Kodiak, AK

Edward Jones

Tyler Wallace is a financial advisor with Edward Jones in Kodiak, Alaska, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and has prior work history including roles at Pizza Hut, Bonita Unified School District, and Mt. Sac. Outside of his advisory work, he has been involved in a sports-related business for over a decade and works as a security specialist. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices nationwide.

Business ownership considerations General retirement planning Wealth management Founder/Business Owner Intergenerational Families
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David B

CFP®, Series 66

Kodiak, AK

Edward Jones

David Bradbury is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Edward Jones since 2010. He is based in Kodiak, AK, and also acts as a pastor at Kodiak United Pentecostal Church and serves on the board of the Senior Citizens of Kodiak Endowment Fund, Inc. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Family Business Multi-generational wealth transfer Founder/Business Owner Values-based investing Religious/faith focused
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Kyle H

Series 63, Series 66

Kodiak, AK

Edward Jones

Kyle Holt is a financial advisor at Edward Jones in Kodiak, Alaska, with two years of experience. Before joining Edward Jones, he served at the National Security Agency for ten years and is a member of the United States Air Force Reserve as an intelligence analyst. Outside of his advisory role, he owns two rental properties in Eagle River, Alaska. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, access to mutual funds and separately managed accounts, and operates under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

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

CFP®, Series 63, Series 65

Kodiak, AK

Raymond James Financial

Jasmine Gilpin is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Kodiak, Alaska. She has four years of industry experience and previously worked with APCM Wealth Management for Individuals and the University of Alaska Southeast. Outside of her advisory role, she owns and manages short-term rental properties through an LLC and Airbnb. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services across brokerage and advisory accounts.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Craig J

CFP®, Series 63, Series 66

Kodiak, AK

Raymond James Financial

Craig Johnson is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at Edward D. Jones & Co., L.P. He serves on the advisory board for the Mission Lake Tidegate Service District in Kodiak, AK. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans and often operates in an advisory and implementation-support role rather than as a delegated manager.

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