A complete list of active advisors currently associated with Abundance Wealth Counselors, LLC

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

Abundance Wealth Counselors provides private wealth management in a family‑office setting primarily for individuals and families with significant investible assets, and also serves businesses, retirement plans, captive insurance companies, estates, trusts, and charitable organizations. The firm coordinates investment management with tax, estate, asset protection, retirement, business planning, and risk‑management services, generally managing client investment accounts on a discretionary basis while also offering access to private placements and pooled investment vehicles. Investment management is delivered through separately managed accounts aligned to allocation models that combine global equities, fixed income, mutual funds, and ETFs, with periodic rebalancing and occasional tactical trades; Abundance uses fundamental, technical, fund, and cyclical analysis and operates an Investment Committee that includes input from Investment Research Partners, LLC. When clients are offered investments in the firm’s affiliated private funds, Foundation Premium Income Fund, LP (an option‑selling and hedging program) and Foundation Global Infrastructure Fund, LP (focused on infrastructure companies with environmentally supportive practices), those commitments are accepted only on a non‑discretionary basis and are governed by the funds’ offering documents. What distinguishes Abundance from many peers is its role as joint owner and general partner of two private funds and its sponsorship of pooled vehicles, alongside affiliations that include an affiliated insurance agency (Abundance Risk Management) and business relationships with Investment Research Partners, LLC and certain legal practitioners. These ownership and affiliation arrangements — including sponsorship or syndication of private investments and related-party referral or commission relationships — are disclosed in the brochure and managed as conflicts of interest, and the firm notes that investments in affiliated or third‑party private vehicles are treated and reported according to the funds’ governing documents.

To learn more about the advisors currently working at Abundance Wealth Counselors, 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.