It's Simple.
At Abel Financial
We Help you Make Smart Decisions with your Money
We Help You Keep
Ahead of Life’s Curves
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Comprehensive Financial Planning
Investment Management
OUR PROMISE TO YOU
Our Process
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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.
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.
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.
CASE STUDIES
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 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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Pearlstone Center
Pearlstone offers a one-of-a-kind, memorable and meaningful experience to all who visit. Our picturesque facility helps create intimate and personal connections between people of all backgrounds and affiliations.
Learn More
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CHAI Baltimore
Active in the five northwest Baltimore neighborhoods of Cheswold, Cross Country, Fallstaff, Glen and Mt. Washington, CHAI serves its residents and schools through community organizing, resident engagement and supporting improvements to the homes and infrastructure of our communities.
Learn More
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