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Abel Wealth Management, LLC.
Abel Wealth Management, LLC.
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(904) 312-9749

Welcome to Abel Wealth Management

Welcome to Abel Wealth ManagementWelcome to Abel Wealth ManagementWelcome to Abel Wealth Management

Client Access

Financial Calculators

Financial Calculators

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Financial Calculators

Financial Calculators

Financial Calculators

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. 

Calculators

About Us

Planning Futures

Planning Futures

Planning Futures

Since 2003, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. 

Our Approach

Planning Futures

Planning Futures

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

Planning Futures

Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

Our Team

Daniel J. Abel, CRPC®

Daniel J. Abel, CRPC®

Daniel J. Abel, CRPC®

President/CEO

Investment Advisor Representative*

Chartered Retirement Planning Counselor (CRPC®)  

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Barbara Marshall

Daniel J. Abel, CRPC®

Daniel J. Abel, CRPC®

Office Manager

Our Partners

Osaic Wealth, Inc.

BNY Mellon / Pershing

BNY Mellon / Pershing

Our Broker/Dealer

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BNY Mellon / Pershing

BNY Mellon / Pershing

BNY Mellon / Pershing

Custodian, Clearing & Settlement

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Our Services

Investing

Every investor is unique, and investment advisory services provide you with professional investment advice and a personalized investment strategy.

Risk Management

Even the best plans can't predict the future. We provide risk management strategies that leverage various types of insurance to help you face life's unforeseen circumstances and keep your goals on track.

Planning

Our comprehensive financial analysis of your assets, liabilities, cash flow, investment strategy and more helps you identify a clear path to a prosperous future for you and your loved ones.

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Articles of Interest

Market Data

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Copyright © 2025 Abel Wealth Management, LLC. - All Rights Reserved.  



 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  This communication is strictly intended for individuals residing in the states of FL, GA, IL, MA, MI, and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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