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Mini steve stern profile photo
Abel Financial Management Co.
Towson, MD

Steve Stern

CFP®
Friendly, local and independent financial planning for the upper middle class and those working towards it!
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Meet Steve

Professional Experience

Steve specializes in building long term relationships and providing comprehensive financial plans to upper middle-class individuals and families. During his career he has realized that his true passion is for helping families through the various, complex financial challenges they may face as they enter retirement, such as downsizing or purchasing a second home, determining when work can become “optional,” and making sure family is protected in the event…

Professional Experience

Steve specializes in building long term relationships and providing comprehensive financial plans to upper middle-class individuals and families. During his career he has realized that his true passion is for helping families through the various, complex financial challenges they may face as they enter retirement, such as downsizing or purchasing a second home, determining when work can become “optional,” and making sure family is protected in the event of a sudden emergency.

Steve’s mission is to act as a true advocate for his client’s financial well-being. To achieve this mission, he is very hands on in working with his clients to define their financial, professional and life goals. Once defined he coordinates their various professional relationships with attorneys, CPA’s and insurance advisors into a cohesive strategy that is aligned to achieve these goals.

Prior to joining Abel Financial Management, Steve spent nearly eight years as a Financial Planner with Planning Solutions Group in Fulton, MD and Keeney Financial Group in Columbia, MD. He also had the privilege of working for Convergent Wealth Advisors, Legg Mason and NVR, Inc.

Education

Steve holds a B.S. degree in Finance from The University of Maryland, College Park. In addition to his professional certifications as CFP, he is a MD state licensed insurance agent for Life, Health and disability.

Personal

In addition to helping his clients, Steve is passionate about giving back to the community. He currently lives in Eldersburg, MD with his wife Emily, daughter Ryleigh and rescue dog Berger. Steve graduated from the Young Leadership Council which grooms future leaders in the Baltimore Jewish community and spends his free time volunteering with The Associated, a Jewish Philanthropic organization. Steve is a board member of Comprehensive Housing Assistance, Inc. (CHAI) in Baltimore and is on several committees including chairing the investment committee for their multi-million dollar housing development fund. He is also a committee member of the Planned Giving Round Table for Young Professionals.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
LGBT Services
Long-Term Care Planning

Experience with

Families

Fee structure

Based on % of assets
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

BSc - University of Maryland-College Park
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