It's Simple.
At Abel Financial
We Help you Make Smart Decisions with your Money
We Help You Keep
AHEAD OF LIFES CURVES
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CASE STUDIES
Enjoying Retirement
Dan worked as a manager for a large employer and handled the family finances. Kathy worked at a local non-profit. Money stresses Kathy so she let Dan manage the finances for the family.
Approaching Retirement
Jerry works for the federal government and is approaching 30 years as a Psychologist. Regina is a physical therapist at a local small business. They feel ready to tackle the final stretch towards retirement but need guidance.
Young Professional Family
Nick and Jenna are living the modern upper-middle-class lifestyle. They are two working parents focused on professional growth but also raising two children and just trying to keep it all together!
OUR PROMISE TO YOU
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We take time to get to know you first.
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Once we know you, your family and what you want out of life, we help you organize your finances.
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Then we work together to determine what you are doing well and where we can help.
OUR PROCESS
We are 100% Independent
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No sales quotas means no pressure.
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No proprietary products
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Just good service and a lifetime of guidance
Boutique by Design
As a client, you are not just a number. We value personalized relationships which is why we work with a limited number of new families each year.
We help just over 50 families in and around Baltimore, MD and virtually around the US.
Unlimited Access
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You have unlimited access to us for advice and guidance whenever you need it most.
Our Passion For Helping Others Extends Beyond Financial Planning
We believe that it is important to give back to those who are less fortunate by volunteering
our time and financial donations. Here are some of the organizations we support.
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Tiwanaku Project
Our client, Dr. Raul Caceres started the Tiwanaku Project in Oruro Bolivia, and serves as the director. This small non-profit is a 24/7, 365 days a year hospital that treats families with severe burns.
Our client, Dr. Raul Caceres started the Tiwanaku Project in Oruro Bolivia, and serves as the director. This small non-profit is a 24/7, 365 days a year hospital that treats families with severe burns.
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We are proud to support NAMI the National Alliance on Mental Illness. NAMI, the National Alliance on Mental Illness, is the nation's largest grassroots mental health organization dedicated to building better lives for the millions of Americans affected by mental illness.
Learn More
NAMI
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