A complete list of active advisors currently associated with Abboud Financial Planning, Inc.

Warmer can help you find a great advisor at Abboud Financial Planning, Inc. or one who fits your needs even better.

Abboud Financial Planning, Inc. serves individual clients and provides discretionary asset management, using an asset‑based fee model to oversee portfolio construction, allocation, and ongoing monitoring. The firm does not act as a custodian, does not sell annuities or insurance products, and recently ceased offering standalone financial planning services. Portfolio decisions are informed by both fundamental and technical analysis and are tailored to each client’s documented goals, time horizon, and risk tolerance; clients may impose written restrictions on investments. Account reviews occur at least quarterly (with more frequent reviews as market conditions dictate), and the firm generally operates under discretionary trading authority to implement the investment program. Distinctive aspects include the firm’s regular, no‑fee educational seminars and workshops for the public, a service that is uncommon among independent peers, and its participation in an institutional custody program that provides research and operational benefits the firm discloses may create conflicts of interest. As a single‑advisor practice managing about $25.1 million for roughly 62 clients with no stated account minimum, the firm’s scale produces a concentrated client‑to‑advisor relationship and specific procedural choices such as leaving proxy voting to clients.

To learn more about the advisors currently working at Abboud Financial Planning, Inc., 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.