
Built. Not Inherited.
Abundance is an independent, family-owned advisory firm based in Minneapolis and working with clients nationally. We built this business from the ground up - and tend to work with people who approach their lives with the same ownership and intention.
THE ABUNDANCE TEAM
Our Story
We started Abundance in 2022 because we believed
financial planning could be done differently. Better. And we still do.
​
In an industry that is confusing at best and predatory at worst, we chose to prioritize transparency and hard work to earn our client's trust. ​
​
Abundance is an independent financial practice. We turned down the safety net larger financial companies provide because - by doing so - we eliminate the conflicts of interest that could arise when financial advisors work for companies that develop and sell products (need we explain further?).
​
We practice comprehensive financial planning because it's best for our clients. If we recommend a product or a portfolio, it's because you paid us for unbiased advice, not because a third party is compensating us.
No hidden fees. No hidden agenda.
Just thoughtful, disciplined planning.
That's Abundance.
OUR VALUES
Humility
We seek first to understand.
We're honest about what
we don't yet know.
Generosity
We operate in an abundance mindset.
We're open handed with our
gifts and talents.
Diligence
We honor our commitments.
We don't compromise ethics.
We do things right the first time.

HOW WE OPERATE
WITH EXCELLENCE
As a family owned and operated business, nobody cares more about our brand than we do. If we ever deliver something short of excellence, we want to hear about it so we can make things right. We continually invest in education and technology to deliver industry leading planning, investment management, and service.
WITH
HONESTY
We’re not afraid to talk about our prices. We want you to know exactly what you’re paying for because we believe we’re worth it. Moreover, we don’t use fancy fee structures. While many AUM advisors use a blended tier fee schedule (a subtle way to bill a higher rate as your assets grow), Abundance uses a flat tier schedule, meaning all your assets invested with us are assessed and billed at the lowest rate you qualify for.
WITH
CARE
Our clients are our extended family. We’re deeply invested in their success and work tirelessly to help them achieve it. Finances are intensely personal, and we take the trust extended to us seriously. We believe the best professional work happens alongside sincere personal connection, and we invest heavily in both.



