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Abundo Wealth

Minimize Fees. Maximize Life.

Contact Us

Abundo Wealth

Minimize Fees. Maximize Life.

Serving Clients Nationwide

Rated 5 out of 5
31 Certified Advisor Reviews™
Rate this Firm

Locations

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

About Us

We do things differently here at Abundo.

We’re on a mission to bring high-quality, conflict-free, comprehensive financial planning to everyone.

Anything concerning your ability to save, grow, spend, and earn money matters to us. We love to teach, empower, and inspire you to take action and have ownership in your financial life. Everyone deserves transparent pricing, low-cost investing, and access to the best financial planning technology available. We all need help with financial decisions at some point in our lives and Abundo wants to help...everyone.

Plus, we are gigantic travel nerds and pass along world-class travel advice to help you save money on all things travel-related including the best way to use your credit card points and optimize airline miles.

We charge a transparent start-up fee and a flat monthly subscription for our services and nothing more. We serve individuals and families all across the country!

We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is robust travel advice where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.

Badges

Who We Serve

  • Blended Family
  • Business Owners
  • College Graduates
  • Couples
  • Dual Income Family
  • Educators
  • Expats
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • LGBTQ
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Nonprofit Employees
  • Parents
  • Remote Workers
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

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The Best!

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
May 5, 2022

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!

◼ Relationship to Financial Advisor:Client
◼ Compensation:No Compensation Received
◼ Conflicts of Interest:No Material Conflicts of Interest
Avatar for Brett Donnelly
Brett Donnelly

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
May 1, 2022

⭐⭐⭐⭐⭐

◼ Relationship to Financial Advisor:Client
◼ Compensation:No Compensation Received
◼ Conflicts of Interest:No Material Conflicts of Interest
Avatar for Lindsay Dubbeldee
Lindsay Dubbeldee

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
April 7, 2022

These guys know what they are doing.

◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Avatar for Marcus Woodard
Marcus Woodard

Gained a sense of understanding and control

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
February 12, 2022

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.

◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Avatar for Fred Varin
Fred Varin

Incredible team

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
February 10, 2022

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.

◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Avatar for Marcus Clayton
Marcus Clayton

Really impressed

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
February 10, 2022

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.

◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Avatar for Raleigh Jackson
Raleigh Jackson

An innovative approach

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
February 9, 2022

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.

◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Avatar for James Carlson
James Carlson

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 21, 2021

.

◼ Relationship to Financial Advisor:Not a client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:Friend conflict of interest
◼ Additional Disclosures:

Reviewer is a supportive friend of an Abundo employee

Avatar for psenungi
psenungi

Great team

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 19, 2021

Great team to work with!

◼ Relationship to Financial Advisor:Not a client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:Friend conflict of interest
◼ Additional Disclosures:

Reviewer is a supportive friend of an Abundo employee

Avatar for Devon Francke
Devon Francke

Amazing

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 16, 2021

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.

◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Avatar for Jason Miskowiec
Jason Miskowiec