Abel Financial Strategies Employee Directory

Investment ManagementOhio, United States2-10 Employees

Abel Financial Strategies is an investment management firm based in Powell, Ohio. The practice uses a holistic approach to client relationships and planning, offering comprehensive financial, retirement, and estate planning, along with professional fee-based investment advisory services. Securities are offered through First Heartland Capital, Inc., which operates as an independent broker/dealer; advisory services are provided through First Heartland Consultants, Inc., and Abel Financial Strategies is not affiliated with First Heartland Capital, Inc. 

It maintains a fiduciary obligation to its clients, aiming to recommend solutions that are in their best interests and drawing on a broad array of products from many companies rather than being tied to any single provider. Its independence in product selection is supported by the arrangement with First Heartland Capital and First Heartland Consultants. The firm emphasizes long-standing client relationships and trust as central to its approach, with independence and expertise underpinning client retention and referrals.

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