Abundance Advisers

Abundance Wealth Advisers provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, charitable organizations and business clients, and it also works with qualified retirement plans including pension and profit‑sharing plans. The firm additionally offers educational seminars and workshops intended to inform investors and plan participants about investment options and retirement matters.

The firm’s investment process centers on an asset‑allocation model informed by fundamental analysis, with portfolios generally managed for the long term and reviewed quarterly for rebalancing and tax opportunities. For select clients it offers a distinctive “Turtle & Hare” strategy that pairs principal‑protected investments (typically insurance products held outside the advisory accounts) with leveraged ETFs, and it can serve as a discretionary ERISA 3(38) investment manager for retirement plans.

Notable distinctions include the adviser’s licensed insurance and accounting affiliations—its principal holds CPA credentials, has ownership in a CPA practice, and operates a related insurance agency—which permits delivery of insurance and tax‑related services and the use of insurance‑based principal protection in some strategies. Those affiliations and the firm’s emphasis on pension consulting and participant education are disclosed as potential conflicts and are managed through written disclosures and the firm’s fiduciary processes.