Abundance Wealth Advisors is different. Before developing a financial plan, we seek to understand our clients’ connection with money, their core values and their non-financial goals. We have lifelong relationships with clients and their families that go beyond the transactional dealings found in other parts of the industry. Abundance Wealth Advisors are fiduciaries which means we put our clients’ interests ahead of our own.
We believe that the most meaningful approach to financial planning is one that helps you pursue your life’s purpose. True wealth cannot be measured simply by the numbers on your balance sheet, so we must find ways to align your financial decisions with the things that matter the most to you. We call this Making Meaning with Money.
Our team-based model to serving clients leverages the various strengths, experiences and credentials of our staff to create a world class experience for our clients. All plans are reviewed by a CERTIFIED FINANCIAL PLANNER™ Professional, which is considered one of the top credentials in the financial services industry. Abundance Wealth Advisors is an independent firm committed to maintain the flexibility required to meet clients where their needs are.
Visit our website to learn more about who we are, our approach, the services we offer and how you can get started on your journey toward abundance.
- Comprehensive Financial Planning
- Budgeting and Cash Flow
- Retirement Planning
- Tax Strategy
- Investment Advice and Management
- Estate Planning
- Insurance Protection
- College and Education Funding
- ESG/Socially Responsible Investments
- Charitable Impact Planning
- Pension Strategies
- Student Loan Counseling