Philosophy

We challenge conventional thinking….about life, about investing.

We believe that abundance is a state of mind rather than a destination. Is it important to have goals, dreams, and desires? Absolutely. That is what gets us out of bed in the morning, fuels progress, and keeps moving us forward as individuals and as a society. Focusing solely on the end results, however, robs us of the here-and-now. Life is a journey, not a race.

Abundance means having the peace of mind and perspective that allows us to plan, work and prepare for the future while living in the present.

Our investment philosophy is different, too.

Today’s investing paradigm is outdated and expensive. It is based on a model that is not only rife with conflicts of interest but in aggregate destroys value through excessive cost. Your best interests are not being served by the status quo.

We believe it is time for a change in the financial advisory business.

At Abundance our investment philosophy is straightforward and our investment methodology is effective.  We employ time-tested, common-sense principles that, although sophisticated at their core, are simple to understand.  Our fee-only business model is deliberately aligned with what is best for you.

We invite you to learn more about the Abundance Difference.