Abich Financial Wealth Management, LLC logo

Abich Financial Wealth Management, LLC

Updated today

Client assets under management

$391,216,203

Clients

517

23% high-net worth

Advisors

6

of 28 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

86

High

Average account size

$756,704

About

Abich Financial Wealth Management is a multi‑advisor team that provides portfolio management and financial planning to individual and high‑net‑worth clients, overseeing roughly $395 million in discretionary assets across about 517 client relationships. The firm offers discretionary, limited discretionary and non‑discretionary investment management and may incorporate financial planning into its asset‑management engagements, while also offering standalone planning engagements.

The firm describes a blended investment approach that uses fundamental, technical, cyclical and charting analyses to tailor allocations to clients’ goals and risk tolerances, with regular monitoring and rebalancing that considers tax implications. It leverages third‑party resources — including sub‑advisors and model portfolios through partner platforms (Impact Partnership Wealth and AE Wealth Management) and a held‑away account tool (Pontera) — to implement and steward client accounts.

What is noteworthy about Abich Financial relative to many peers is its use of client testimonials and endorsements in advertising and its practice of publicizing third‑party ratings, alongside a recurring program of complimentary monthly retirement workshops hosted at local venues. The brochure also discloses referral compensation arrangements for supervised persons and an affiliated insurance business, items the firm notes are managed through disclosure and supervisory policies.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Flat fees for standalone financial planning services, total fees not to exceed $20,000.

Percentage

$0+: Up to 1.5% annually, generally not negotiable +: For Pontera platform clients, example fee: 0.75% annually total; firm pays 0.30% to Pontera, retains 0.45%

Project-based

Up to $350 per hour for standalone financial planning services.

Other

Account minimum: $500,000 Fee-only: Standalone financial planning services offered on hourly or flat fee basis; hourly fees up to $350/hour; total fees not to exceed $20,000; retainer not to exceed $1,200 if services cannot be rendered within 6 months.

Main office location

Abich Financial Wealth Management, LLC

20135 Lakeview Center Plaza, #110

Ashburn VA 20147, United States

Number of offices

2

Most active in

District of Columbia · Florida · Georgia · Maryland · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew H

Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC, holding a Series 65 designation. He has been with the firm since 2023 and previously worked at Carmax and Tractor Supply Company. Hutchison has no prior industry experience before joining Abich Financial. Abich Financial Wealth Management is an SEC-registered, five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process combining fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside third-party manager access and educational workshops.

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Thomas B

Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Thomas Bryan is a financial advisor at Abich Financial Wealth Management, LLC in Ashburn, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and various positions outside the financial sector. Abich Financial Wealth Management is a five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone financial planning, and access to third-party managers and wrap-fee programs.

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Ryan O

CFP®, Series 63

Ashburn, VA

Abich Financial Wealth Management, LLC

Ryan Oliver is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Abich Financial Wealth Management, LLC. He previously worked at Cassaday & Co Wealth Management and Osaic Wealth, INC., among other roles. Oliver holds a Virginia Commonwealth Notary position. Abich Financial Wealth Management is an SEC-registered, five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone planning, and access to third-party managers and wrap-fee programs.

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Joshua B

CFP®, Series 65, Series 66

Ashburn, VA

Abich Financial Wealth Management, LLC

Joshua Barbin is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a team of five advisors based in Ashburn, VA. His prior experience includes roles at Magellan Federal, The Connemara Group, Ameriprise, LPL Financial, Ameriserv Trust, Edward Jones, Harmony Inc, and West Chester Capital Investors Inc. Joshua is also involved with Tidy Wealth Designs, LLC, an outside business activity he has maintained since 2021. Abich Financial Wealth Management provides ongoing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach that incorporates fundamental, technical, cyclical, and charting analysis, with options for discretionary and non-discretionary portfolio management, and emphasizes client education through monthly retirement workshops.

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Justin D

Series 63, Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Justin Dobak is a financial advisor at Abich Financial Wealth Management, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and Dominion Financial Consultants, as well as an eight-year period at Richard Allen Clothing. Abich Financial Wealth Management is a five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, technical, and cyclical analysis, and offers client education through monthly retirement workshops.

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Abraham A

Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Abraham Abich is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a five-advisor team where he has worked since 2021. Prior to this, he held roles at J. Hagan Capital Inc. and Retirement Wealth Advisors. Outside of his advisory work, he serves as president of Abich Financial Services, Inc., where he is involved in insurance sales and services, and is a member of the Loudoun County Chamber of Commerce. Abich Financial Wealth Management provides ongoing investment management and financial planning to individuals and high-net-worth clients. The firm employs a multi-method investment process incorporating fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap-fee programs.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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