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Abundance Wealth Counselors, LLC

Updated today

Client assets under management

$1,098,973,834

Clients

439

48% high-net-worth

Advisors

8

of 30 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

55

Typical

Average account size

$2,503,357

About

Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, and also advises retirement plans, businesses (including captive insurance companies), estates, trusts, and certain charitable organizations. Services are generally provided on an ongoing, discretionary basis and include investment management plus coordinated advice and ancillary services such as estate administration, loan and trust administration, private banking, and access to private investment offerings.

The firm constructs globally diversified portfolios using individual equities, fixed income, mutual funds, ETFs and hedging strategies, emphasizing long-term allocations with periodic rebalancing and tactical trades informed by fundamental, technical, cyclical and fund analysis. Abundance uses external research and an investment committee (including Investment Research Partners, LLC) to support portfolio decisions, manages separately administered accounts, and offers private placement opportunities to clients on a non‑discretionary basis.

Distinctive features include acting as a private fund adviser and sponsor: the firm is a joint owner of Foundation Premium Income GP, LLC and Foundation Global Infrastructure Fund GP, LLC, which serve as general partners to the Foundation Premium Income Fund, LP and Foundation Global Infrastructure Fund, LP, and it accepts pooled vehicle clients. The firm is also affiliated with other financial businesses—including an affiliated insurance agency (Abundance Risk Management) that sources commissionable insurance products and related entities that source private investments—and has attorneys among its related persons who may provide or receive referrals for legal services; these relationships and associated conflicts are disclosed in the firm’s brochure.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management

Occupation focus

Founder/Business Owner Retired Executive

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Fee options

Percentage

Negotiable, ranging from 0.20% to 1.00% depending on retirement plan size and services requested

Commissions

Commissions received from insurance products sold through affiliated insurance agency; customary industry commissions

Performance-based

Performance fee of 15% on net capital appreciation for Foundation Global Infrastructure Fund, LP, paid annually and subject to hurdle amount; not charged to advisory clients directly

Other

Account minimum: $1 Million Minimum fee: $50 annual fee for Cash/Checking/Money Market Assets; $350 annual fee for ILIT / Loan Administration Services Fee-only: Fixed dollar fees for administrative services; management fees are negotiable and charged as a percentage of assets under management

Main office location

Abundance Wealth Counselors, LLC

232 Regent Court

State College PA 16801, United States

Number of offices

1

Most active in

California · Colorado · Connecticut · Delaware · Florida · Georgia · Maryland · Michigan · New Jersey · New York · Ohio · Pennsylvania · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sean W

Series 65

State College, PA

Abundance Wealth Counselors, LLC

Sean Walker is a Series 65-licensed financial advisor at Abundance Wealth Counselors, LLC with four years of industry experience. Prior to joining Abundance in 2021, he held positions at Hoffman Leakey Architects, SeaWalker Consulting, G.M. McCrossin, and Penn State University. Abundance Wealth Counselors offers private wealth management in a family office setting to individuals and families with significant investible assets, as well as advising retirement plans, businesses, estates, trusts, and certain charitable organizations. The firm employs a globally diversified investment approach using equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by external research and an investment committee.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Executive
user avatar

Geoffrey C

Series 63, Series 65

State College, PA

Abundance Wealth Counselors, LLC

Geoffrey Caber is a financial advisor with Abundance Wealth Counselors, LLC, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Avail Investment Partners, Investment Research Partners, Compass Investments, Purshe Kaplan Sterling Investments, and Abundance Wealth. Abundance Wealth Counselors provides private wealth management and coordinated advisory services primarily to high-net-worth individuals and families, as well as retirement plans, businesses, estates, trusts, and charitable organizations. The firm employs a globally diversified investment approach supported by external research and an investment committee, offering services such as estate administration, private banking, and access to private investment opportunities.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Executive
user avatar

Derek V

CFA®, Series 65

State College, PA

Abundance Wealth Counselors, LLC

Derek Varner is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently a partner at Avail Investment Partners, LLC and Investment Research Partners, LLC. Prior to his advisory roles, he spent six years at Bucknell University. Avail Investment Partners is a team-based firm comprising six advisors that provides investment advisory services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Executive
user avatar

Matthew M

Series 65

State College, PA

Abundance Wealth Counselors, LLC

Matthew Mc Gloin is a financial advisor with Abundance Wealth Counselors, LLC in State College, PA. He holds a Series 65 designation and has been with Abundance Wealth Counselors since 2025. Prior to his financial advisory career, he spent several years in professional football with the National Football League and worked in broadcasting for Penn State Football Radio, Sirius XM, and the Big Ten Network. Outside of his advisory role, Mc Gloin is a realtor with Lewith & Freeman Real Estate, founder and president of the Matt McGloin Foundation, and serves on the Penn State Board of Trustees. Abundance Wealth Counselors provides private wealth management to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and charitable organizations. The firm constructs globally diversified portfolios using a variety of asset classes and offers ancillary services including estate and trust administration, private banking, and access to private investment offerings.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Executive
user avatar

Aaron H

Series 65

State College, PA

Abundance Wealth Counselors, LLC

Aaron Huey is a Series 65-licensed advisor with Abundance Wealth Counselors, LLC in State College, PA. He has been with the firm since 2015. Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and certain charitable organizations. The firm constructs globally diversified portfolios and offers coordinated services including estate and trust administration, private banking, and access to private investment opportunities.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Executive
user avatar

Toner C

Series 65

State College, PA

Abundance Wealth Counselors, LLC

Toner Corl is a financial advisor at Abundance Wealth Counselors, LLC in State College, PA, holding a Series 65 designation with one year of industry experience. He has been with Abundance Wealth Counselors since 2021 and previously attended Pennsylvania State University. Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and charitable organizations. The firm constructs globally diversified portfolios using a mix of individual equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by external research and an investment committee.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Executive
user avatar

Martin W

CFA®, Series 66

State College, PA

Abundance Wealth Counselors, LLC

Martin Wildy is a CFA® charterholder with 17 years of industry experience. He is a financial advisor at Abundance Wealth Counselors, LLC and has held roles at Avail Investment Partners, LLC, Investment Research Partners, LLC, and Eventide Asset Management. Wildy participates in consulting related to the CFA examination process and serves on the Finance and Investment Committee of ClearWater Conservancy, a local environmental nonprofit. Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and charitable organizations. The firm constructs globally diversified portfolios using various asset classes and employs an investment committee and external research to support portfolio decisions, while also serving as a private fund adviser and sponsor.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Executive
user avatar

Aaron K

CFP®

State College, PA

Abundance Wealth Counselors, LLC

Aaron Krasney is a CFP® professional with six years of industry experience, currently serving at Abundance Wealth Counselors, LLC since 2020. His prior roles include positions at Brookstone Capital Management, Taylor Securities Services, Inc., Tobias Financial Advisor, and Guidepoint. Abundance Wealth Counselors provides private wealth management in a family office setting to high-net-worth individuals and families, as well as retirement plans, businesses, estates, trusts, and certain charitable organizations. The firm employs a globally diversified investment approach combining equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by an investment committee and external research.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Executive
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