Our Services

At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management. We take the time to understand what is important to you, and only then create a plan that is aligned with your Values & Objectives. By continually stress testing your financial plan, we help create "clarity out of chaos", and instill confidence in knowing your financial future is secure.

We believe the financial advisory industry is broken. It can be hard to find someone you trust; it may sometimes be difficult to justify the costs, or instead of financial planning and advice, you may have been sold a financial product. Abundant Wealth Management helps change a broken industry. We are purposely a boutique firm with CERTIFIED FINANCIAL PLANNERS™, offering real planning for a fee that is fair and competitive within industry standards.

 

Women in Transition

From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.
 

Divorce Planning

Relationships, like marriages or common-law spousal arrangements, are initiated with the best of intentions in mind and heart.
 

Estate Planning

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries.

About Us

We are purposefully a boutique firm, founded by experienced CERTIFIED FINANCIAL PLANNERS™; offering REAL planning for a fee that is fair and competitive within industry standards.

Our Philosophy

Our Philosophy is simple; we want to get to know you in order to help you make the best financial decisions possible.  Our mission is to help you “create clarity out of chaos”.

Our Process

At Abundant Wealth Management, we are more than Financial Planners.  We are Life Planners to help our clients navigate through life’s complexities and uncertainties.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Certified Financial Planner
Chartered Financial Consultant
Chartered Retirement Planning Counselor
Financial Planning Association
University of Massachusetts Amherst
Abundant Wealth Management LLC BBB Business Review

Blogs

default blog image

The New Face of Fraud: How AI Is Changing the Scam Game

Tony Brown |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...

5 Smart Ways to Use Your Tax Refund in 2025

Tony Brown |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...