Wealth reimagined.

Allow your wealth to maximize your life, not the other way around.

Achieve Abundance

"Wealth is the ability to fully experience life."

Henry David Thoreau

Your Trusted Partners

Abundant Wealth Partners empowers people to realize abundance in the areas of their lives that matter most to them through careful and purposeful guidance around the many complex issues that intersect money and well-being.

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Unwavering Loyalty and Commitment

Holistic Fee-Only Wealth Management

Abundant Wealth Partners is a fee-only Registered Investment Advisor based in Santa Barbara, California, serving the western United States. We work primarily with individuals, couples, and families who need personalized, independent guidance on achieving their long-term goals.

We are fee-ONLY rather than simply fee-BASED. 100% of our fees are transparent and come from clients. We do not sell any products or earn compensation from any third parties. As such, many layers of conflicts of interest are removed when advising clients. Helping clients is our sole concern. We are also not wed to "rules of thumb" or cookie cutter financial advice, knowing that each client situation is different and therefore requires a unique, thoughtful, independent approach.

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Core Values

Core Values

  • Unwavering loyalty and commitment to the client
  • Passion for helping people
  • Intrinsic motivation to deliver peace of mind
  • Committed to listening attentively, curiously, and without judgment
  • Bound by the highest standards of ethics and integrity
  • Dedication to high touch, personalized service
  • Alignment with successful outcomes
  • Detail-oriented, but continually focused on the big picture
  • Driven by overall excellence

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