Abel Wealth Management, LLC.
Abel Wealth Management, LLC.
  • 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®

    President/CEO

    Investment Advisor Representative*

    Chartered Retirement Planning Counselor (CRPC®)  

    Jeffrey Hartman

    Managing Director




    Barbara Marshall

    Office Manager

    Our Partners

    American Portfolios

    Our Broker/Dealer

    BNY Mellon / Pershing

    Custodian, Clearing & Settlement

    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.

    Market Data

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