Kim Abmeyer, CFA, CFP®, Pn1

Wealth Management for Established Professionals and Small Business Owners

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Abmeyer Wealth Management, a DBA of ORG Partners Kim Abmeyer, CFA, CFP®, Pn1
Dallas, TX

Serving Clients Nationwide

Wealth Management for Established Professionals and Small Business Owners

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Kim Abmeyer. I am committed to providing the highest level of service to my clients as a Chartered Financial Analyst (CFA) and a Certified Financial Planner® (CFP®).

When I'm not busy meeting with clients to best serve their needs, I can be found applying similar commitment to my physical fitness as a Level 1 nutrition coach and weightlifter, playing golf, or spending time with my husband, Damon, and sons, Carter and Colton.

If you, a family member, friend or business colleague are looking to maximize your income in retirement, protect your assets and your family's financial future, minimize taxes and create an effective legacy transfer strategy, I have the tools to help you achieve your goals in an increasingly more complex environment. Email me at to set up a complimentary introductory meeting!

Professional Designations

  • Chartered Financial Analyst (CFA)


  • The AGC

Primary Location

5001 Spring Valley Road Suite 810 West Dallas, TX 75244

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Fee Based
  • Percentage of Assets Managed
  • Pro Bono

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management


About our Firm

Our mission at Abmeyer Wealth is to ensure that your use of capital, be that in the forms of time, money, energy and attention, tax-efficiently aligns with what’s important to you in the scope of lifestyle, legacy and philanthropy. This may include planning for your children's or grandchildren's educations, your retirement, family vacations, weddings, buying and selling businesses, philanthropic giving, and legacy transfer.

But it also may include allowing you the financial freedom to spend more time with your family or volunteer with your church or in your community. We help put a plan in place so your minds are at ease when it comes to your wants and needs so you can thrive in life and retirement.

We provide highly personal wealth, portfolio management expertise and strategic financial planning services to high net worth professionals (doctors, attorneys, small business owners) preparing for retirement or a liquidation event. Utilizing various investment strategies with a focus on tax efficiency, we personally customize portfolios and provide financial planning specific to high net worth individual and family needs.

In collaboration with a suite of trusted advisors, we provide tax planning advice and estate planning recommendations to ensure clients keep and protect as much of their hard-earned wealth as they are able.


The University of Texas at Austin, Bachelors, Economics/Business

Hobbies and Interests

  • Family
  • Golf
  • Working Out

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.