A complete list of active advisors currently associated with Abound Wealth Management, LLC

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

Abound Wealth Management is a multi‑advisor firm that provides comprehensive wealth management, financial planning, portfolio management and retirement‑plan consulting to individuals, trusts, estates and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and serves a mix of non‑high‑net‑worth and high‑net‑worth individual clients. The firm’s investment approach emphasizes strategic asset allocation implemented primarily through low‑cost mutual funds and ETFs, periodic rebalancing, and consideration of tax efficiency, with portfolio decisions overseen by an internal investment committee. It also offers a standalone, app‑based financial planning membership (“LevelUp”) for clients who do not participate in its full wealth management program and engages third‑party sub‑advisors for some planning services. What is noteworthy about Abound is its combination of scale and public educational outreach: firm principals produce a financial podcast and related educational content that clients may access without charge, and the firm periodically offers seminars, workshops and public speaking engagements. That mix of a sizable, credentialed advisory team, an app‑based membership planning product, and ongoing public education distinguishes the firm from many peers.

To learn more about the advisors currently working at Abound Wealth Management, LLC, 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.