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.
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
Sr. Wealth Advisor
Chartered Retirement Planning Counselor (CRPC®)
Barbara Marshall
Daniel J. Abel, CRPC®
Daniel J. Abel, CRPC®
Office Manager
Our Partners
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.
Articles of Interest
Market Data
Check the background of this financial professional on FINRA’s BrokerCheck.
Copyright © 2026 Abel Wealth Management, LLC. - All Rights Reserved.
Dan Abel is a Sr. Wealth Advisor offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Blue Horizon Equity Inc., a registered investment advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures