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Abel Financial Strategies | Augustus “A.W.” Abel | Powell, Ohio
A Certified Financial Planner ® in good standing that believes whole-heartedly in the Standards of the CFP ® program.
We take a holistic approach in our client relationships and financial plans. As such, we offer comprehensive financial, retirement and estate planning, and professional fee-based investment advisory services.
We maintain a Fiduciary Obligation to our clients and therefore only recommend solutions that are in your best interests. We have a large variety of products available to us through many companies and are not influenced by any one company to use their products.
The reason for the success of our business is very simple – We place the highest value on our relationship with our clients and their trust in us. That combined with our experience and education are the reasons clients stay with us and refer their family and friends to us.
Our securities licenses are held by First Heartland Capital, Inc. an independent broker/dealer. Being totally independent, we are not obligated to any one company to recommend certain investment products over others.
The tenets of my practice are:
- Treat people the way I would like to be treated.
- Continue to educate myself on all aspects of my business. This is an ever changing and complex business and I must stay current with laws, strategies and products that will be important for my clients.
- Understand that each client’s goals and needs are specific to them. I will not use a cookie cutter approach.
- Spend the needed amount of time to be aware of each client’s goals and needs.
- Do the work to create the options for my clients that put them in a position to work toward their goals.
- Educate my clients about those options and help them make the decisions needed to work toward their goals.
Abel Financial Strategies
AW Abel – Financial Planner CFP
3130 Winding Woods Dr.
Powell, Ohio 43065
Phone: (614) 499-1201
Fax: (866) 242-1040
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This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Employees or representatives of ABEL FINANCIAL STRATEGIES acting as registered representatives of First Heartland Capital, Inc. and/or First Heartland Consultants, Inc. may transact business in a particular state only if first registered, excluded or exempted from registration requirements. A.W. ABEL is a Registered Representatives of First Heartland Capital, Inc., a registered broker/dealer based in Lake Saint Louis, Missouri.ABEL FINANCIAL STRATEGIES is not affiliated in any way with First Heartland Capital, Inc.
Securities offered through First Heartland Capital, Inc. Member FINRA and SIPC. Advisory Services offered through First Heartland Consultants, Inc. 1839 Lake St. Louis Boulevard Lake St. Louis, MO 63367 636.625.0900 ABEL FINANCIAL STRATEGIES is not affiliated with First Heartland Capital, Inc.