A complete list of active advisors currently associated with Abound Investments

Warmer can help you find a great advisor at Abound Investments or one who fits your needs even better.

Abound Investments advises both individual clients, including high‑net‑worth individuals, and corporate pension and profit‑sharing plans. The firm offers discretionary asset management, financial planning, non‑discretionary advice and insurance planning, and provides consulting and education services tailored to retirement plan sponsors and plan participants. The firm implements portfolios primarily through allocations to individual stocks, with mutual funds, ETFs and other vehicles used as appropriate, and uses proprietary strategies while generally managing accounts on a discretionary basis unless clients impose restrictions. Client engagement begins with an initial interview to establish goals and risk tolerance, and accounts receive individualized treatment with ongoing monitoring and periodic reviews. Statistically uncommon for its peer group, the firm provides plan‑level pension consulting and ongoing oversight of pooled retirement plan options, coordinates with plan providers on billing arrangements, and conducts sponsor compliance reviews and participant education sessions. Operationally, the firm relies on custody and brokerage arrangements that support block trading and consolidated reporting, maintains formal safekeeping practices related to fee deductions, and follows a written Code of Ethics.

To learn more about the advisors currently working at Abound Investments, 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.