Business Hours
Monday 8:00am - 5:00pm
Tuesday 8:00am - 5:00pm
Wednesday 8:00am - 5:00pm
Thursday 8:00am - 5:00pm
Friday 8:00am - 5:00pm
Year Established
2010
Listed In: Financial Planning
At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management. We take the time to understand what is important to you, and only then create a plan that is aligned with your Values & Objectives. By continually stress testing your financial plan, we… At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management. We take the time to understand what is important to you, and only then create a plan that is aligned with your Values & Objectives. By continually stress testing your financial plan, we help create "clarity out of chaos", and instill confidence in knowing your financial future is secure. Read more
By Robert Bray on May 19, 2026 Verified by Google
I have worked with Tony and his Abundant Wealth Management team since they opened their doors. Over those years, Tony has become far more than just a financial planner — he has been a friend and a trusted advisor whose professionalism, knowledge, and steady guidance have helped me make sound financial decisions through every stage of life and business. I value our relationship and am grateful for the success and peace of mind his team has helped me achieve. I could not recommend them more!
By Kristen Boffoli on March 30, 2026 Verified by Google
Abundant Wealth Management is a great company to work with for any of your financial needs. They provide lots of valuable advice regarding investing and overall wealth management. We work with Tony and Brendan and they are super responsive whenever we have questions. We even used them for our taxes the past two years and they provide such a smooth and easy process for what can be a stressful task. We would recommend them highly to everyone we know!
By Eric P. on March 28, 2026 Verified by Google
As a professional who frequently works with high net-worth individuals and couples in the legal space, I am extremely selective about where I refer my clients. I have known Tony and the team at Abundant Wealth personally for many years and have referred numerous clients to them with 100% positive feedback.
What truly sets this firm apart is their impeccable integrity and a commitment to white-glove care that is rare in any professional industry. In my experience, their responsiveness is virtually immediate, which is a critical factor when making important financial decisions. And, they take away headaches associated with administrative work involved with financial-related management. This level of attention saves me from dealing with the paperwork and ensures that every detail is handled correctly.
Tony is also a true life insurance expert, and I have seen him craft advanced solutions for even the most difficult client scenarios. He clearly has the expertise to find the right path forward.
For my wife and me, our annual financial meetings are very useful. The presentations are professional and the plans they create for our financial future are clear, thorough, and forward-thinking. I have complete confidence in their guidance and will continue to refer my clients to them knowing they will receive the highest level of care and expertise. I cannot recommend Abundant Wealth highly enough.
By Jordan Cooper on March 27, 2026 Verified by Google
I have been working with Tony and his team for the better part 10 years. Even from our first interaction where I was just getting started on my financial planning journey, Tony was someone I felt that I could trust. He had patience for all of my questions, and made it clear he was vested in my financial future regardless of the amount of money I was investing with him. Over the years our needs and questions have evolved, but his ability to provide high quality advisory through our changing life events has remained constant. Regardless of your financial goals, Tony and his team will do their best listen to your needs and provide a plan that meets you where you are at. I would highly recommend Abundant Wealth Management!
By Teresita DeGuzman on September 6, 2025 Verified by Google
My cousin recommended Tony Brown when I was looking for a trustworthy financial advisor in 2016. We met in person and Tony described in detail how he will handle our investments and how his strategy will align with our goals. To engage his services was the best decision that my husband and I made. Tony and his team have kept us financially healthy since then, even during turbulent economic times. They are absolute professionals and extremely knowledgeable. We have a yearly financial review of our accounts and either Tony or David always make themselves available whenever we have a question or need help. You could not be in better hands with the Abundant Wealth team in handling your investments, no matter or big or small your portfolio is.
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