At Abundant Wealth Management, we believe the Financial Services Industry is broken. We have set-out to fix a broken industry; please check-out About Us section to learn how we do that. Tony Brown, CFP®, ChFC®, CRPC®, is President and Founding Partner of Abundant Wealth Management, and has over 31 years of experience in the financial services field. We started Abundant Wealth Management, an independent fee-based Investment Advisory firm in 2010. Prior to establishing Abundant Wealth Management, Tony worked as an Analyst, Consultant & Advisor to the financial industry with firms including Capitas Financial, Lincoln Financial Group & Aetna Retirement Services. He has worked closely with National & Regional Broker/Dealer firms for many years, including Morgan Stanley, UBS Financial Services & Wells Fargo Advisors.
Tony received his Bachelor’s degree of Economics & Accounting from The University of Massachusetts in Amherst, MA. He also holds the CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, and Chartered Retirement Planning Counselor designations. The CFP® professional designation is an extremely highly sought-after credential, which only approximately 10% of all financial services professionals possess.
In addition, Tony is a member of the Society of Financial Services Professionals and the Financial Planning Association. He is an active member of The Mankind Project, a Worldwide Men’s organization dedicated to the teachings of the mature masculine; www.mkp.org. He lives in Greenwich, CT with his wife and daughter. In his spare time, Tony keeps busy staying physically fit, and coaching his daughter's various sporting activities. He also loves to read a good book, and is constantly studying his craft.
David joined Abundant Wealth Management in 2017. He is our Wealth Management Associate and Financial Planning Specialist. David has excellent administrative and client services skills and assists our clients with embracing our various technology platforms, while maintaining focus on the “White Glove” and interpersonal service model that differentiates our Mission Statement, which our clients greatly enjoy.
Prior to joining our team, David managed operations at a large financial services company, where he acquired excellent client services skills and a broad background in Wealth Management best practices. David is an invaluable partner in our client service model and takes a deep personal interest in our clients’ success in reaching their financial goals and dreams.
David is a member of the Phi Theta Kappa honor society and an active member in The Mankind Project, a Worldwide Men’s organization dedicated to the teachings of the mature masculine; www.mkp.org. In his personal time, David enjoys practicing Martial Arts and loves to explore and travel whenever he can.
Adam joined Abundant Wealth Management in 2023 bringing with him close to 20 years of experience in the financial services industry both previously being an advisor with Ameriprise Financial as well as being a Wealth Planning Consultant. As a Wealth Planning Consultant Adam worked with Financial Advisors from some of the top banking, investment, and financial planning firms in the country to craft wealth protection and legacy planning strategies for their clients.
When it comes to working with clients, Adam prioritizes education and communication above all else. He believes that an informed client is a confident one and that makes for the best working relationships. Adam’s goal is to provide his clients with a concierge level of service to make them feel as though they have their own personal CFO handling their finances.
He received his Bachelor’s degree in Economics & Finance from the University of Hartford. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation which is arguably the most highly respected accreditation in the industry. In addition to the CFP® designation, Adam also holds the designations of Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Life Underwriter® (CLU®).
Adam lives in Marshfield, MA with his wife Andie, his two sons Crosby and Eliott, and his miniature golden doodle, Larry. In his spare time, he enjoys running, golfing, and spending time with his family down at their summer house in Cape Cod.