Abel Financial: Certified Financial Planner Baltimore

Abel Financial: Certified Financial Planner Baltimore is a financial planner in Baltimore, MD. As a fiduciary financial advisor, the firm provides comprehensive financial planning, investment management, tax strategies, and retirement projections. They serve just over 50 families in and around Baltimore as well as clients virtually throughout the United States.

The firm operates with a boutique approach, intentionally working with a limited number of new families each year to maintain personalized relationships and provide unlimited access to advice. Their investment strategy focuses on aligning portfolios with a client's specific financial plan and stress-testing investments against past events to manage risk. The team includes Steve Stern, CFP®, who has over 15 years of experience in personal finance, and founder Rita Abel, CFP®, CPA/PFSR, who has been a practicing CPA since 198

Abel Financial is located on E Chesapeake Ave, situated near the Baltimore County District Court - Towson and the Towson Library. The office is also close to York Road and the Towson Run creek.

The firm is recognized for its commitment to independence, operating without sales quotas or the use of proprietary products to ensure unbiased service. Their dedication to the community is reflected in their support for organizations such as the Alzheimer's Association and the Kennedy Krieger Institute.

Abel Financial provides personalized, fiduciary-focused guidance to help families in Baltimore and beyond make smart decisions with their money.