A complete list of active advisors currently associated with Abundant Wealth Management LLC
Warmer can help you find a great advisor at Abundant Wealth Management LLC or one who fits your needs even better.
Abundant Wealth Management LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm manages about $244 million for roughly 187 clients and operates with a small advisory team. The firm applies Modern Portfolio Theory and a long-term trading approach, documenting client objectives and risk tolerance in individualized Investment Policy Statements and conducting regular portfolio monitoring. Portfolio management clients receive a comprehensive financial plan at no additional cost, and financial planning is also available as a standalone service. Noteworthy features include a bi‑weekly newsletter, “Advisor Stream,” that is included with client services, a practice that is uncommon among peers. Several supervised persons are also licensed insurance agents and registered representatives and may receive commissions for insurance product sales (a disclosed conflict); the firm also requires use of SEI Private Trust Company as custodian and does not aggregate trades across client accounts, which can affect execution and pricing.
To learn more about the advisors currently working at Abundant 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.
Name |
Location |
Years of experience |
|---|---|---|
Stamford, CT
| 1
| |
Stamford, CT
| 31
| |
Marshfield, MA
| 19
|
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