ABOUT ABOUND
How We Work
Financial decisions shouldn’t take over your life. But as your financial life grows, so does complexity – and complexity creates blind spots. The risk isn’t just feeling overwhelmed, it’s missing opportunities you can’t see because you’re too close to the day-to-day. That’s where we come in.
Abound Wealth is a fee-only fiduciary that’s spent more than two decades helping people simplify the complex, protect what they’ve built, and buy back their time. Think of us as your personal CFO. You lead the charge, we provide the support and planning to help you reach your goals.
You might know us from The Money Guy Show. But we’re also the team of experienced financial advisors, CPAs, and CFAs working together to make sure your money’s working for you.
The Strategic Roadmap to a Beautiful Tomorrow
We get in deep on your whole financial picture: not just your accounts, but what you actually want your future to look like. From assessment to strategy, we’ll build and implement the roadmap. And as a fee-only fiduciary, our only incentive is helping you grow your wealth and own your time.
- Simplify Your Financial Life
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We dig into your full financial picture — accounts, income, goals, legacy — and build one consolidated plan that fits your specific needs.
- Optimize Your Finances
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Once the plan is in place, we fine-tune it until every box is checked, so your army of dollar bills is working as efficiently as possible toward your goals.
- Build Wealth and Confidence
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Once we’ve got the plan, you’ll be in a position of confidence and control. We’ll actively manage your wealth according to your goals, checking in at the right pace.
Comprehensive, Collaborative Approach
As a client of Abound, you’re truly a client of the whole firm. You’ll get a dedicated advisor and support advisor, but our unique, collaborative approach means you have full access to firm-wide experience. Every client gets the full team and the full scope of services — tailored to their specific needs, however complex or specialized the situation gets.
Everything you own, even insurance cash value, pulled into one always-current view.
Fee-only means coverage, not commissions — a real needs analysis, not a sales pitch.
Donor-advised funds managed at no extra fee, so more of your generosity reaches where it’s meant to.
The right structure now, and a sale plan ready before the money arrives.
Attorneys in all 50 states, included in your fee, and we flag law changes before your attorney would.
529 strategy that catches the details people miss, and the honest call when college isn’t the answer.
RSUs, ISOs, AMT, ESPPs — turning ordinary income into long-term gains.
We build a plan around your goals, your tax situation, and the positions you already hold. No templates, no model portfolios, and fully independent.
We actually do the tax planning most advisors just talk about: Roth conversions, quarterly projections, and a CPA review of your return before it’s filed.
We build and stress-test plans that turn your assets into dependable mailbox money so you can live well instead of watching your account balances.
Frequently Asked Questions
Still have questions? Here are answers to a few FAQ’s.
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Yes. Abound Wealth is a fee-only financial advisory firm. We’re paid through one transparent advisory fee and nothing else. No commissions, no product sales, no kickbacks. We don’t sell insurance, and no third party pays us to steer you in any direction. Our advice is the product and, as a fiduciary, we place the best interests of our clients first.
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Yes. Abound Wealth adheres to the fiduciary standard. Advisors that adhere to this standard must place the best interests of the client before their own interests.
Not all financial advisors adhere to the fiduciary standard, but Abound Wealth believes operating with full transparency is the best practice and the fiduciary standard aligns with the way we want to do business.
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No. As fiduciary, fee-only advisors, we don’t accept compensation tied to any product we recommend, including insurance. We’re paid for the advice itself and get no kick-backs or commissions from any third party.
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Abound Wealth charges a single, graduated advisory fee based on assets under management (AUM). That one fee covers your entire comprehensive plan: investments, tax strategy, retirement and cash flow, estate, insurance analysis, and education funding. No extra service fees or surprises.
Your fee doesn’t start until after your second onboarding meeting, once you’ve seen the full plan. There are no contracts or surprise fees; we’d rather earn the relationship every year than lock you into a contract.
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We work remotely with clients all around the country, so physical location is not an issue for us. Through email, phone calls, and video chat, we easily share answers and information in whatever way is most convenient for you. We only work with clients based in the U.S., but encourage all of our international listeners to take advantage of the show and all of the free resources available on moneyguy.com.
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The gravity of your financial decisions becomes so great that you no longer feel comfortable going at it alone. When you first start building financial independence, a 10% blunder on $10,000 probably won’t derail your long-term plans. As your assets grow, that 10% blunder can substantially alter your plans if your assets have grown to a critical mass of at least $500k.
Your financial situation has gotten complicated. Whether your household income is increasing, your compensation structure is changing due to employer incentives, your taxes are becoming more “involved,” or you’re unsure of how the retirement, college, estate, investing, tax, and insurance pieces of the puzzle all fit together, your financial situation is probably more complicated now than it was when you first started out. Your overlying question shifts from “what do I do?” to “am I doing everything I am supposed to be doing, and am I doing it in the most efficient manner possible?”
There aren’t enough hours in the day. Trying to balance work, family, community, and recreational activities can make it extremely difficult to carve out time to focus on your financial affairs. Life gets busy, and the busier it gets, the more you want to make sure you can focus on those things that truly matter. Having someone help take some of the financial burden can create the abundance that you need.
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Abound Wealth’s minimums fall between $500k–$750k, depending on account structure and personal circumstances. It generally makes the most sense to bring on a holistic financial advisor after you’ve reached at least $500k in assets.
With free information available, including our Money Guy show, staying on top of your financial life is easier than ever. Take full advantage of the resources available at moneyguy.com to keep growing your wealth.
Getting close? You may also be eligible for LevelUp, our short term dedicated financial planning support to help close the gap.