Abundance Wealth Counselors

Protecting and Building Your Legacy

Meet Your Team

Your Time is Precious

It’s our pleasure to do work and research, freeing up your time to focus on what’s most important to you.

Your Security is Priceless

As your fiduciary, our goal is to ensure you sleep well at night, knowing you’ve made optimal decisions.

Your Values are Paramount

Your financial strategies can and should align with your personal values.

A Bespoke Experience

Abundance Wealth Counselors has a rich experience with industry specific services for our clients. Our experienced, specialized staff seek to understand your complete wealth strategy based on your goals and aspirations, optimizing the outcomes for you and those you care about.

You are the custodian of your family’s wealth. — Richard DeFluri, CIMC, RFC, AIF®