Abundance Wealth Management is a husband / wife team based out of Minneapolis and working with clients nationally. We’re passionate about multiplying the impact our clients have on the world by helping them manage and grow their wealth. We work with driven, determined professionals and business owners who have the capacity and desire to grow their wealth and influence.
I am a driven self-starter who seeks out meaningful partnerships with other successful, decisive leaders who are passionate about their work, relationships and impact on the world. I operate in an abundance mindset, seeking to empower others to live with the open-handedness afforded by financial stability and prudent, intelligent wealth management.
I am a small business aficionado who is passionate about building and operationalizing systems that enable success. I first started working with Allison in 2018. We both left our large corporation in 2022 to pursue an independent financial planning model and haven't looked back since.
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 hard work.
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.