Abundance Pathways

Abundance Pathways LLC is a fee-only, state-registered investment adviser established in September 2025 that offers investment management, financial planning (both ongoing and project-based), wealth management, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm’s brochure reports no assets under management as of October 23, 2025 and describes a small, newly formed advisory practice.

The firm’s investment process blends traditional analysis and portfolio construction approaches — including fundamental, technical, cyclical and charting tools alongside Modern Portfolio Theory — and uses both passive and active vehicles. Abundance Pathways may implement model portfolios through third-party platforms (including Altruist’s Model Marketplace and Schwab Model Portfolios) and recommends Outside Managers, conducting due diligence and ongoing monitoring of those sub‑advisers as part of its client solutions.

What distinguishes the firm relative to many peers is its explicit retirement plan consulting practice and ERISA fiduciary role in advising plan sponsors, coupled with a documented process for selecting other advisers to manage client assets. The brochure also notes the availability of limited-scope, project-based planning billed on an hourly basis and the firm’s routine use of outside model and sub‑adviser solutions rather than relying solely on in‑house investment strategies.