Ready to Take Our Relationship to the Next Level?

If your financial situation is too complex, you’ve grown your assets above $300K, or there’s not enough time in the day to focus on managing finances, it’s time to take our relationship to the next level!

The Abound Wealth team specializes in well-thought-out, easy to understand plans for smart savers who are passionate about building financial independence. We’re fee-only fiduciary advisors who want to see you thrive!

As your first step, fill out the form below and help us get to know you! An Abound team member will follow up and help you take the next step.

  • Get to know you!

  • Financial Situation

  • *Please note: we are fiduciary, fee-only, AUM advisors who specialize in ongoing advisory relationships. For this reason, Abound Wealth does not offer one-time or hourly planning.
  • How much do you have in the following account types?

    (If none, put 0.)
  • A Few Questions

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    *Disclaimer: We’ve found that we can deliver the most value when we have an in-depth, ongoing relationship rather than a transactional, one-off engagement. For this reason, Abound Wealth serves clients through ongoing relationships.