A complete list of active advisors currently associated with Abundance Wealth Management

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

Abundance Wealth Management provides investment management and financial planning services to individuals, high‑net‑worth individuals, charitable organizations, and corporations, delivering ongoing wealth management as well as project‑based planning engagements. The firm’s services include development of investment policies, asset allocation, retirement and estate planning, cash‑flow and tax planning, and risk management as described in its brochure. The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory, using a mix of passive and active vehicles and tailoring asset allocation to clients’ goals and risk tolerance; it also offers socially conscious/ESG portfolio options when requested. Portfolios may be managed on a discretionary or non‑discretionary basis and the firm relies on third‑party custodians and institutional platform services for trade execution and reporting. Notable aspects disclosed in the brochure include that the adviser is newly formed in 2026 and reported no assets under management as of the brochure date, and that it operates as a fee‑only advisor that, unusually for its regulatory peer group, offers hourly and project‑based planning arrangements in addition to percentage‑of‑AUM billing. The brochure also discloses the principal’s significant ongoing outside roles in commercial banking and academia, an operational detail that may affect availability and oversight.

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