A complete list of active advisors currently associated with Abbondandolo Wealth Management Corp

Warmer can help you find a great advisor at Abbondandolo Wealth Management Corp or one who fits your needs even better.

Abbondandolo Wealth Management Corp provides fee-only investment advisory and portfolio management services to individuals, high-net-worth individuals, trusts, and pension clients. The firm offers ongoing investment supervisory services, creates individualized Investment Policy Statements, and provides pension consulting and retirement plan investment option construction for plan sponsors. The firm follows a strategic asset allocation approach that emphasizes diversification across major asset classes and client involvement in portfolio design, typically implementing recommendations through pooled vehicles such as mutual funds, ETFs, and separate accounts. Although AWM documents discretionary authority when required, its reported assets under management are held entirely as non‑discretionary, meaning clients generally retain trading authority and the firm acts in an advisory capacity. Noteworthy for a solo independent advisor, AWM reports about $112.5 million in client assets across 238 clients, a client-to-advisor ratio that is uncommon for firms of this type and size. The firm relies on the SEI custodial and trading platform for account servicing and reporting and operates without soft‑dollar arrangements or proprietary products, enabling it to deliver standardized portfolio oversight and pension plan services while maintaining a fee‑only structure.

To learn more about the advisors currently working at Abbondandolo Wealth Management Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.