Why Choose Us

Our highly dedicated staff provides world-class expertise along with the personal attention of a boutique. Our commitment to a client first approach means that you receive the full attention and expertise of our entire team when it comes to assisting you to achieve financial peace of mind. We believe that nothing less will do.


Abundant Wealth Strategies is not affiliated with any particular investment company, allowing us to access the entirety of the investment products. As a result, Abundant Wealth Strategies always strives to find the proper investment vehicle for your individual needs. We answer only to you, the client.

Most advisers are affiliated with a bank, insurance company, or a Wall Street firm (Broker Dealer). They are routinely expected to advocate for the most profitable options for the parent firm.

Our independence frees Abundant Wealth Strategies to recommend the best solution for you without conflict. Drawing on over 27 years of experience in financial planning. Creating Abundance.


Abundant Wealth Strategies provides comprehensive cash flow management and financial planning for individuals, families, businesses and nonprofits. We are structured to provide the planning in a truly client centered way.

Whether your needs are income, growth, capital preservation or a combination, we have over 27 years of investment experience in creating portfolios on your behalf with your needs in mind. Taking existing asset classes (inclusive of real estate holdings) and taxes into consideration…a comprehensive approach.

Tailored to fit specific needs for those that we serve.


At Abundant Wealth Strategies we recognize when it comes to your financial future, a trusted partner can make all the difference. We are proud to have helped hundreds of clients to identify, plan for, and achieve their financial aspirations. Our experienced team is passionately united around a single goal, You!


The Abundant Wealth Strategies advisory team has more than five decades of combined experience in helping clients seize opportunities, avoid risks and achieve their financial aspirations.