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

Business Succession Planning: Built to Last vs. Built to Transfer

Tony Brown |
Categories
Finance
Retirement
Estate Planning
Family
Investments
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...

Checking Your Portfolio Isn't the Same as Reviewing It

Tony Brown |
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...