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Flat Fee Financial Planning For All Of Life's Adventures
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Flat Fee Financial Planning For All Of Life's Adventures
Minneapolis, MN 55413, USA
Yes
University of Minnesota, B.A. English, Finance
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I have the pleasure of personally knowing Eric. Not only is he extremely knowledgeable and experienced in the field of finance, but he is also incredibly personable and easy to interact with. Eric and his team are very passionate about their work and genuinely care about your financial well-being. Moreover, I think that Abundo is very innovative in the advisory market, filling several gaps that the US market currently has, such as:
– 360-degree planning for expats who work in the US
– People who are planning to retire elsewhere in the world.
For the above cases, tax implications can be very complicated, and I definitely recommend having the help of someone who is an expert in the field, like Eric and his team.
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Eric and the team at Abundo are incredible. The monthly fee business model they have set up really builds trust and transparency into the relationship.
I mainly made the intro for my partner, but soon realized I needed his help too 😅. We’ve already happily introduced them to 5 of our friends which is the biggest testament to good service. I wish I found these people years ago! Thanks, Eric. Looking forward to working with you for years to come.
Great service!
My wife and I have been Abundo clients for a few months now. Andrew is our advisor and he is professional and a joy to work with. Abundo’s subscription based flat fees are a tremendous value, especially compared to a traditional 1% AUM advisor(rip off)! We are so grateful we discovered this company.
We’ve worked with the Abundo team since the company’s founding and feel 100% confident that these folks are passionate about our financial journey. We’ve got the tools and communication we need to manage our money well and work smarter, not just harder. The apps, tailored investment strategy, and regular check ins feel like financial planning as it should be.
Abundo Wealth has been our financial planner over a year. They have helped us with every financial question possible. They are a super cool group of people who legitimately want you to succeed. But one of the coolest things as an avid traveler is that they will also make sure you are getting the most perks from your flight deals, credit card points, and anything that involves traveling expenses. They don’t only answer your questions whenever you reach out to them. They proactively inform you about changes, rates, etc as they see fit with your financial goals and plans. AND they have a reasonable monthly rate with no hidden fees. They deserve all the stars!
Abundo Wealth is absolutely amazing. Extremely intelligent people and they not only handle investments and financial planning, but also do other helpful things like maximizing credit card points and helping with travel. I work with Eric and he’s the best. Always gets back to me quickly and has provided great advice. Couldn’t recommend enough!
⭐⭐⭐⭐⭐
These guys know what they are doing.
I was never very involved in our finance, my wife was. Now, with the coaching and simplifications from Eric and Nathan, I have gained a sense of understanding and control. I have been more invested and actually excited about our investments. The guidance we received from Eric’s team has helped tremendously in the last 3 or 4 years. I feel I can trust the advice as being genuine because there aren’t ulterior motives or sale behind it. Eric’s team advice and tools are all there to help, even protect my investments down to the details. It is a great place to be and a great partnership to have. One that I am very grateful for. Fred V.
Eric and the team at Abundo are incredible. The monthly fee business model they have set up really builds trust and transparency into the relationship.
I mainly made the intro for my partner, but soon realized I needed his help too 😅. We’ve already happily introduced them to 5 of our friends which is the biggest testament to good service. I wish I found these people years ago! Thanks, Eric. Looking forward to working with you for years to come.
My partner and I just started working with Abundo and are really impressed by their process, software, and staff. We finally feel like we’re getting the financial advise we need to set ourselves up to accomplish our short and long term goals.
Andrew and Eric take an innovative approach to charging for their services. The flat rate charge is much less expensive than other financial planners we checked – and good luck actually getting a straight answer on charges from other financial planners. Another thing I really like is the fact that you don’t “shove all your chips” to their firm. They help guide you in your current investments. The tools they provide are very interactive and provides a clear picture of your financial future. You can be as “hands on” as you choose to be with these tools. I’ve been working with them for a little over a year and they’ve provided wise financial advice and I feel they take a personal interest in my future.
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Reviewer is a supportive friend of an Abundo employee
Great team to work with!
Reviewer is a supportive friend of an Abundo employee
Eric, Andrew and the Abundo Team are amazing. They did an amazing job first determining my goals, creating a plan to help me manage some big time financial questions, guided me through some other questions and challenges and overall are easy to work with. Their online work portal for managing is sweet and they do a great job of empowering you to look at your goals holistically or in detail.
Abundo changed the way I understood and managed my finances, in a very significant way. I had been with many of the big shops and had to put so much trust in them(and $) because I was confused with the guidance and direction they provided. Eric and his team break things down to a point that you really feel in charge of your finances and future. But they also set tough(and achievable) goals that keep you on track.
This team is down to earth, brilliant in what they do, very accesible and a game changer in this industry. HIGHLY recommend
I was looking for a fee only advisor to help me with retirement planning and someone whom my wife would be comfortable with, Eric at Abundo has satisfied these and more. Abundo has great tools to use and easy to work with.
Top-notch firm and amazing group of people at Abundo. What I like about them?
1. Knowledgeable
2. Responsive
3. They always come to the meetings prepared
4. I am not just a client to them. They really do know me
5. They take their fiduciary duty seriously
6. Above and beyond effort. When my mother-in-law needed help, Andrew stayed on the phone with her, talking to the different financial institutions until the issue was resolved.
Glad to have such a trusted partner as part of my financial journey.
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They’re awesome! The stuff I’ve learned and the travel advice they’ve given me helped me go to Hawaii for basically free. Love it! So excited to have found them.
I’ve been extremely happy with my experience at Abundo. I couldn’t believe the fees I was paying at my old adviser. Would definitely recommend to anyone who hates paying fees.
Eric and his team are amazing professionals who operate in a true fiduciary capacity. We know we can ask them any question and they are responsive, and they tackle some questions before we even know we have them! Being able to set a meeting any time is great, and we love being able to set the pace of communication. We love abundo!
We’ve been using Abundo for over a year now and I can honestly still say that we made the best decision for our family when we signed up.
The advice and education that Eric gives is so valuable and the results are tangible.
Can’t wait to see what the next year brings for Abundo Wealth!!!
The best people for the job! No questions asked Abundo is the way to go. Personal and professional! Eric and his team are awesome!
I cannot say enough good things about Eric and his team; I am so glad I found Abundo when I did! I was able to get my financial goals and priorities straightened out and work on executing the plan we set at the beginning. The routine touch bases has been helpful and the team is responsive when I have questions or items I need to discuss outside of our routine review meetings. I highly recommend Abundo Wealth to anyone who is looking for a team who cares about you, your financial goals, and living your best life – anyone can do it if you have the right team beside you!
The Abundo team is amazing. They have helped my family in many ways over the past two years. We never thought we’d be able to save for retirement AND help our kids with future college expenses.
Eric and Ethan helped us create long-term goals (which aligned with our values) and have given us accountability and practical wisdom to be on a solid path to reach these goals. We are so grateful that family introduced us to the Abundo team. Highly recommend!
I want to thank the Abundo team for always taking the time to answer all of my financial questions. Their expertise, attention to detail, transparency, patience, and prompt response time is greatly appreciated! I feel so lucky to have found them!
Eric and the rest of the Abundo team are amazing. By taking a holistic look at our finances they helped us shift our planning from the standard advice everyone gives to a plan that will help us achieve our personal goals. They are also incredibly responsive no matter the question.
I only have amazing things to say about the Abundo team! They are extremely knowledgeable about the markets, responsive to help, and most of all, focused on you and your best interests. And that can be tough to find in the finance space. Eric has helped me for years now (even before he started Abundo) and I trust him to set me on the right path to achieve my life and financial goals. They also have a great extra perk of sharing travel insights and deals. I highly recommend!
I have been EXTREMELY impressed with Abundo and have recommended them to a ton of my family and friends (literally my entire immediate family has transitioned to using Abundo as well). Eric, Andrew and Ethan are PHENOMENAL – so responsive. So helpful. So personable. So smart. The amount of money they have already helped us save in the 9 or so months we’ve been with them is insane – looking forward to many more savings and solid financial decisions in the years to come! I wouldn’t recommend ANYONE ELSE for financial guidance!!!
To borrow a phrase, Abundo is “simply the best”! If you want personal attention from people who actually care about you and your finances, and who care about charging a reasonable rate for the work they do, then there’s no reason to look elsewhere! Their subscription system is far more affordable than the percentage method that so many large banks/financial planners use. Call off the search, you’ve found what you’re looking for!
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This review was written by a supportive spouse of an Abundo employee.
Very happy I chose Abundo as our financial advisor. Their fees are fair, easy to understand and transparent. They embrace technology and everything is integrated and easy to use. Looking forward to working with long term.
Eric at Abundo Wealth is amazing! The structure of Abundo is like no other advising experience I have had. Eric’s fees are transparent and structured in a way that truly makes you feel like you have a sincere partner in securing your financial future. Eric is available and willing to assist with both large financial decisions and every-day, small decisions alike. Eric is exceptionally knowledgeable, yet able to simplify complex financial concepts. He makes the process user-friendly and convenient for very busy clients. Highest recommendation for Abundo Wealth!
Abundo crushes it!!! If you are using any other company for your financial advice you definitely need to chat with the Abundo crew ASAP!! Number one, they are turning the financial services industry upside down! Number two, they have fair and transparent fees unlike other advisors that charge you on a percentage of your assets which is NOT cool. the bottom line is that Abundo totally cares about their clients and are a true fiduciary at a fair fee! Do yourself a favor and reach out to them ASAP to learn more!
My experience has been amazing with Eric at Abundo! He’s super easy to work with and always has my best interest in mind. I appreciate the full transparency with fees and investing – something my old advisor never explained well to me. I would recommend him without hesitation.
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