Abundance Financial Coaching, LLC

Overview

Abundance Financial Coaching, LLC is an owner-operated limited liability company that functions as an independent registered investment adviser at the state level. The firm bills clients on a percentage-of-AUM basis and identifies itself as a capital allocator, sourcing third-party managers rather than relying solely on in-house strategies. Its advisory work centers on selecting other advisers and delivering educational seminars and workshops. The firm does not position itself as an ESG investor. Abundance lists industry linkages with a law firm and an insurance company, which suggests access to legal and insurance product expertise for clients and potential referral relationships. It is not flagged as a newly formed adviser, a pension consultant, or a related adviser.

Investments & Alternatives

Location & Offices