A complete list of active advisors currently associated with Abundant Wealth Partners, LLC

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

The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and charitable organizations. It manages roughly $100 million across about 55 client relationships and offers both discretionary and non‑discretionary portfolio management, standalone financial planning, and limited‑term estate administrative support. The investment process emphasizes portfolio‑level construction and strategic asset allocation, relying primarily on mutual funds and ETFs and a long‑term, risk‑adjusted return review of investments. The firm applies tax sensitivity to trading decisions and may include platform‑based alternative investments in managed portfolios, while treating certain direct or private illiquid investments as client‑directed and outside of discretionary AUM. Distinctive operational features include bundling financial planning with wealth management services and providing administrative support to estate representatives (without legal advice). As a small, two‑advisor RIA established in 2021 and recently registered with the SEC, the firm operates without broker‑dealer affiliations, does not accept commissions, and leaves proxy‑voting authority with clients.

To learn more about the advisors currently working at Abundant Wealth Partners, 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.