Welcome to
Abel Wealth Management

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Client Access

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Financial Calculators

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


About Us

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. 

A Proven Approach

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?

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®



Investment Advisor Representative*

Chartered Retirement Planning Counselor (CRPC®)  

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Barbara Marshall


Office Manager

Our Partners

American Portfolios


Our Broker/Dealer

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BNY Mellon / Pershing


Custodian, Clearing & Settlement

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Our Services


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.


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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Market Data

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