A complete list of active advisors currently associated with Abundant Wealth Strategies

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

Abundant Wealth Strategies provides ongoing portfolio management and financial planning primarily for individual clients — including high‑net‑worth individuals — and for pension and profit‑sharing plans, charging asset‑based fees for advisory services. The firm documents client goals and constraints in an Investment Policy Statement and manages discretionary accounts based on each client’s objectives and risk tolerance. AWS’s investment approach uses model allocations informed by Modern Portfolio Theory, with the firm typically seeking discretionary authority to implement trades and the option to allocate assets to third‑party managers when appropriate. It also operates a separate Tactical Strategy — a diversified, large‑cap dividend‑focused model that is implemented through client custodians and assessed an additional tactical fee. Distinctive features disclosed in the brochure include the firm principal’s outside registrations and insurance activities — the firm is affiliated with broker‑dealers and an insurance provider and discloses that representatives may accept commissions for the sale of securities and insurance products, creating potential conflicts of interest. The firm also makes its Tactical Strategy available to independent advisory firms, discloses a 2020 administrative consent order related to books and records, and reports a principal’s outside business providing divorce planning services that consumes significant monthly hours, all of which differentiate AWS from many peers.

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