Abundo Wealth
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Locations
Abundo Wealth
Lori Bodenhamer
Eric Simonson, CFP®, CRPC®, CLTC®
Andrew Dressel, CFP®, CRPC®, APMA®
Chris Mamula
Olivia Lima, PhD
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.
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View DisclosureWho 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
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.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
April 7, 2023
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.
◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
March 9, 2023
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◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
We've already happily introduced them to 5 of our friends
✅ Wealthtender Certified Advisor Review™
January 19, 2023
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:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
December 1, 2022
Lori is amazing! She’s enthusiastic, highly organized and will get all your financial needs together with a smile!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
October 26, 2022
Great service!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
October 26, 2022
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
October 21, 2022
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
They deserve all the stars!
✅ Wealthtender Certified Advisor Review™
July 6, 2022
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!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
The Best!
✅ Wealthtender Certified Advisor Review™
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
5 Stars
✅ Wealthtender Certified Advisor Review™
May 1, 2022
⭐⭐⭐⭐⭐
◼ Relationship to Financial Advisor:Client
◼ Compensation:No Compensation Received
◼ Conflicts of Interest:No Material Conflicts of Interest
Five Stars
✅ Wealthtender Certified Advisor Review™
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
Gained a sense of understanding and control
✅ Wealthtender Certified Advisor Review™
February 13, 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
Incredible team
✅ Wealthtender Certified Advisor Review™
February 11, 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
Really impressed
✅ Wealthtender Certified Advisor Review™
February 11, 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
An innovative approach
✅ Wealthtender Certified Advisor Review™
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
5 Stars
✅ Wealthtender Certified Advisor Review™
November 22, 2021
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◼ 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
Great team
✅ Wealthtender Certified Advisor Review™
November 20, 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
Amazing
✅ Wealthtender Certified Advisor Review™
November 17, 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
A game changer in the industry
✅ Wealthtender Certified Advisor Review™
November 12, 2021
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
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Easy to work with
✅ Wealthtender Certified Advisor Review™
November 9, 2021
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.
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Trusted Partner
✅ Wealthtender Certified Advisor Review™
November 6, 2021
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.
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2021
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◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
They're awesome!
✅ Wealthtender Certified Advisor Review™
October 10, 2021
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.
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Extremely happy
✅ Wealthtender Certified Advisor Review™
October 10, 2021
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.
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Amazing professionals. We love Abundo!
✅ Wealthtender Certified Advisor Review™
August 6, 2021
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!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Best decision
✅ Wealthtender Certified Advisor Review™
April 8, 2021
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!!!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Abundo is the way to go
✅ Wealthtender Certified Advisor Review™
April 7, 2021
The best people for the job! No questions asked Abundo is the way to go. Personal and professional! Eric and his team are awesome!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
I cannot say enough good things
✅ Wealthtender Certified Advisor Review™
March 29, 2021
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!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Highly recommend!
✅ Wealthtender Certified Advisor Review™
March 28, 2021
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!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
I feel so lucky to have found them!
✅ Wealthtender Certified Advisor Review™
March 26, 2021
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!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Eric and the rest of the Abundo team are amazing.
✅ Wealthtender Certified Advisor Review™
March 25, 2021
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.
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
I only have amazing things to say about the Abundo team!
✅ Wealthtender Certified Advisor Review™
March 25, 2021
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!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
I have been EXTREMELY impressed with Abundo
✅ Wealthtender Certified Advisor Review™
March 24, 2021
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!!!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
To borrow a phrase, Abundo is “simply the best”!
✅ Wealthtender Certified Advisor Review™
March 24, 2021
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!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
5 Stars
✅ Wealthtender Certified Advisor Review™
March 16, 2021
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◼ Relationship to Financial Advisor:Not a client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:Family member conflict of interest
◼ Additional Disclosures:
This review was written by a supportive spouse of an Abundo employee.
Very happy I chose Abundo as our financial advisor.
✅ Wealthtender Certified Advisor Review™
October 31, 2020
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.
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Highest recommendation for Abundo Wealth!
✅ Wealthtender Certified Advisor Review™
August 10, 2020
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!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Abundo crushes it!!!
✅ Wealthtender Certified Advisor Review™
June 1, 2020
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!
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Amazing experience
✅ Wealthtender Certified Advisor Review™
October 24, 2019
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.
◼ Relationship to Financial Advisor:A client
◼ Compensation:No compensation was provided for this review
◼ Conflicts of Interest:No material conflicts of interest
Olivia Lima, PhD
Abundo Wealth
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Chris Mamula
Abundo Wealth
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Lori Bodenhamer
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Andrew Dressel, CFP®, CRPC®, APMA®
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Eric Simonson, CFP®, CRPC®, CLTC®
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