Filters

Direct booking

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

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

Daniel A

Series 65

Conway, AR

Antoine Wealth Management

Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
user avatar
firm logo

Jennifer S

CFP®

Maumelle, AR

Legacy Consulting Group

Jennifer Schmitt is a CFP® professional with three years of industry experience, currently serving at Legacy Consulting Group in Maumelle, Arkansas. She has worked at Legacy Consulting Group since 2022. Legacy Consulting Group advises individuals, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial life planning, and special-project consulting. The firm employs a combined quantitative and qualitative investment process and utilizes a range of investment vehicles, including mutual funds, ETFs, and alternative instruments.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Charitable giving & philanthropy
user avatar
firm logo

Scott S

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Scott Starkel is a financial advisor at Lukas Total Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at David Lukas Financial since 2019. His prior experience includes roles at Northwestern Mutual Investment Services LLC, Todd Boswell, FIS Global, Teletech, and the USDA. Lukas Total Wealth provides investment advisory and financial planning services primarily to individuals and high-net-worth clients near retirement. The firm emphasizes tactical asset management to manage sequence-of-returns risk, utilizing a combination of tactical, dynamic, and strategic equity styles implemented mainly through third-party model portfolios.

Annuities Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement Retired
user avatar
firm logo

Austin B

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Austin Boots is a financial advisor with Lukas Total Wealth in North Little Rock, AR, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at David Lukas Financial, MML Investors Services, LLC, MassMutual Life Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is president and owner of Boots Family LLC, a company established for compensation management and tax purposes, and he is also a licensed life, health, and disability insurance agent. Lukas Total Wealth serves individuals and high-net-worth clients, primarily those at or near retirement, offering investment advisory and financial planning services. The firm uses a mix of tactical, dynamic, and strategic equity styles through third-party model portfolios and generally limits investments to mutual funds, ETFs, fixed income, and insurance products.

Annuities Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement Retired
user avatar
firm logo

Andrew V

Series 65

North Little Rock, AR

Veach Family Financial

Andrew Veach is a financial advisor at Veach Family Financial in North Little Rock, AR, holding a Series 65 designation with seven years of industry experience. He has worked at Independent Financial Advisors, Inc. since 2022 and Applied Capital LLC since 2018. Prior to his advisory roles, he was employed at Spirotherm from 2012 to 2018. Veach Family Financial provides personalized, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $130 million for around 180 client households, employing a strategic asset allocation approach centered on passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities or limited option strategies.

Cash flow / budgeting Retired Founder/Business Owner
user avatar
firm logo

Stephen N

CFP®, Series 63, Series 66

Little Rock, AR

Ethos Capital Group, LLC

Stephen Northington is a CFP® professional with 27 years of industry experience. He is currently with Ethos Capital Group, LLC, where he has worked since 2021, following a 12-year tenure at LPL Financial under the Northington Investment Group. Ethos Capital Group serves individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers discretionary asset management, financial planning, and an ERISA/401(k) advisory subscription service, tailoring investment programs and financial plans to client goals, time horizons, and risk tolerance.

Options & derivatives strategies
user avatar
firm logo

Townsend P

Series 66

Conway, AR

Riverland Wealth Management

Townsend Phipps is a financial advisor at Riverland Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Riverland Wealth Management since 2022, previously spending eight years at Trutoro. Outside of his advisory role, Phipps is president and owner of Rhinestone Capital Investments, a real estate brokerage. Riverland Wealth Management is a fee-only registered investment adviser serving individuals, charitable organizations, and businesses. The firm uses a combination of passive and active strategies tailored to client goals and risk tolerances, managing accounts primarily on a discretionary basis.

College savings (529s, UTMA, etc.) Business sale tax planning Retirement income strategy Cash flow / budgeting General estate planning guidance
user avatar
firm logo

Clifford V

PFS™, Series 63

North Little Rock, AR

Veach Family Financial

Clifford Veach is a financial advisor at Veach Family Financial with 29 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Applied Capital LLC and Craft Veach & Co CPAs. Veach owns Independent Tax Services, Inc., a CPA firm offering tax planning and preparation for individuals and small businesses. Veach Family Financial provides personalized, fee-only investment management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities, managing approximately $130 million for around 180 client households.

Cash flow / budgeting Retired Founder/Business Owner
user avatar
firm logo

Jay F

CFP®, Series 66

Little Rock, AR

Ethos Capital Group, LLC

Jay Frederick is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Ethos Capital Group, LLC since 2009 and holds the Series 66 designation. The firm serves individuals, small businesses, trusts, estates, pooled investment vehicles, and charities, providing discretionary asset management, financial planning, and an ERISA/401(k) advisory subscription service. Ethos Capital Group manages approximately $75 million in client assets across about 134 client relationships, tailoring investment programs to client goals, time horizons, and risk tolerance.

Options & derivatives strategies
user avatar
firm logo

Devon A

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Devon Alpe is a financial advisor with Lukas Total Wealth in North Little Rock, AR, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes positions at Infinite Financial Solutions, Northwestern Mutual, and Mackenzie Barnes. Lukas Total Wealth serves individuals and high-net-worth clients, particularly those at or near retirement, offering investment advisory and financial planning services. The firm focuses on tactical asset management to address sequence-of-returns risk and utilizes third-party model portfolios and a range of investment products, including mutual funds, ETFs, fixed income, and insurance.

Annuities Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement Retired
user avatar
firm logo

David L

Series 65

North Little Rock, AR

Lukas Total Wealth

David Lukas is a financial advisor at Lukas Total Wealth with 10 years of industry experience. He holds a Series 65 designation and has operated David Lukas Financial since 2012. Outside of his advisory role, he owns a tax preparation and planning service that coordinates with CPAs to facilitate tax returns. Lukas Total Wealth provides investment advisory and financial planning services primarily to individuals and high-net-worth clients near retirement. The firm focuses on tactical asset management to address sequence-of-returns risk, utilizing a combination of tactical, dynamic, and strategic equity styles implemented mainly through third-party model portfolios.

Annuities Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement Retired
user avatar
firm logo

Elizabeth C

Series 65

Conway, AR

Riverland Wealth Management

Elizabeth Chapman is a financial advisor at Riverland Wealth Management with a Series 65 designation and over five years of experience. Her background includes roles in healthcare and education prior to joining Riverland Wealth Management. Riverland Wealth Management is a fee-only registered investment adviser serving individuals, charitable organizations, and businesses. The firm customizes portfolios and financial plans using a combination of passive and active strategies, managing accounts primarily on a discretionary basis with client-imposed restrictions allowed.

College savings (529s, UTMA, etc.) Business sale tax planning Retirement income strategy Cash flow / budgeting General estate planning guidance
user avatar

Lee S

ChFC®, Series 65, Series 66

Conway, AR

Cornerstone Advisors LLC

Lee Sanders is a financial advisor with Cornerstone Advisors LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, with prior roles at MassMutual Financial Group and Guardian Life Insurance Company. Outside of advising, he serves as Chief Revenue and Strategy Officer for a Texas-based green energy start-up. Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals, pension plans, and business entities. The firm employs a variety of analytical methods to create tailored investment strategies and manages several hundred million dollars in assets across a limited number of client relationships.

Options & derivatives strategies Annuities Tax-loss harvesting Wealth management Founder/Business Owner
user avatar
firm logo

William M

Series 63, Series 65

Roland, AR

Sollinda Capital Management LLC

William Mccullough is a financial advisor at Sollinda Capital Management LLC with 13 years of industry experience. Prior to joining Sollinda in 2024, he worked for Dell Technologies for 10 years. He operates MCCULLOUGH FINANCIAL GROUP, LLC, a sole proprietorship focused on investment activities. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary strategies and uses a range of liquid public securities, managing accounts primarily on a discretionary basis with attention to allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
user avatar
firm logo

John R

CFP®, Series 66

Little Rock, AR

Financial Management, Inc.

John Robinson is a CFP® professional with 39 years of experience in financial advising. He has been with Financial Management, Inc. since 1986 and also works with Barefoot Consultants, where he provides life transitions coaching for clients considering retirement or international relocation. His prior work includes a 27-year tenure at the University of Arkansas for Medical Sciences. Financial Management, Inc. offers investment management and financial advisory services to individuals, retirement plans, nonprofits, and businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and quantitative research, managing approximately $181 million in client assets.

Tax-loss harvesting Private / alternative investments Wealth management
user avatar
firm logo

James H

Series 65

Little Rock, AR

Lathrop Investment Management Company

James Havens is a financial advisor at Lathrop Investment Management Company with 24 years of industry experience. He holds the Series 65 designation and has been with Lathrop Investment Management Corporation since 2001. Lathrop Investment Management Company provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions through separately managed accounts. The firm employs fundamental analysis and a long-term valuation perspective to construct diversified portfolios tailored to clients’ objectives, managing approximately $957 million with a compact four-person team.

Wealth management Passive / index investing
user avatar
firm logo

Marshall M

Series 65

Little Rock, AR

Meridian Investment Advisors

Marshall Moon is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation with eight years of industry experience. He has been with Meridian Management Company since 2015. Meridian provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients including trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm emphasizes customized portfolio construction with a focus on asset allocation, fundamental equity analysis, and fixed-income securities, managing approximately $766 million across a four-advisor team.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Harold G

Series 63, Series 65

Little Rock, AR

Financial Management, Inc.

Harold Grubbs is a financial advisor with Financial Management, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Financial Management, Inc. since 1986. Outside of his advisory role, he is involved with Brush Mountain Construction, a business that sells air purification products. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses, managing approximately $181 million in client assets. The firm’s investment approach emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and quantitative research, using exchange-traded funds and mutual funds while considering individual securities and alternative investments when appropriate.

Tax-loss harvesting Private / alternative investments Wealth management
user avatar
firm logo

Andrew L

CFA®, Series 63, Series 65

Little Rock, AR

Lathrop Investment Management Company

Andrew Lagrone is a CFA® charterholder with 26 years of industry experience, currently serving at Lathrop Investment Management Company. He has been with Lathrop Investment Management Corporation since 1999 and became part of Lathrop Investment Management Company in 2025. In addition to his advisory role, he is a partner at Lathrop & Lagrone LLC, a security appraisal firm providing expert testimony on investment matters. Lathrop Investment Management Company offers discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions. The firm focuses on fundamental analysis and long-term valuation to construct diversified portfolios primarily of individual stocks, bonds, and cash, tailored to clients’ return objectives and risk tolerance.

Wealth management Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.