A complete list of active advisors currently associated with ABEL Financial Management Co.

Warmer can help you find a great advisor at ABEL Financial Management Co. or one who fits your needs even better.

The firm provides comprehensive financial management and planning primarily to individual clients, including high‑net‑worth households, and also works with corporations, families, and employers that offer employee financial planning as a benefit. Services include discretionary portfolio management, investment consulting, and standalone financial planning and consulting engagements. The firm implements client portfolios using a mix of independent model portfolios available through an affiliation with Congress Wealth Management and internally constructed strategies when a model is not a good fit. Investment decision‑making relies on valuation metrics (P/E, P/S, P/B), a quantitative portfolio‑optimization model and market‑cycle analysis, and portfolios are implemented with ETFs, mutual funds, individual fixed‑income securities and government instruments. A distinctive feature is the firm’s operating affiliation with a separate CPA practice: one of the firm’s principals continues to operate an accounting firm and some accounting clients overlap with advisory clients, which the firm cites as a means to incorporate tax and accounting considerations into planning. The advisory team is small and experienced (two advisors managing about $117 million, largely on a discretionary basis) and includes advisors with CFP and insurance licenses, creating an advisory model that blends investment management with tax and insurance coordination.

To learn more about the advisors currently working at ABEL Financial Management Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.