It's Simple.
At Abel Financial
We Help you Make Smart Decisions with your Money
We Help You Keep
Ahead of Life’s Curves
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!