Welcome to Abundant Wealth Partners.
We are an independent fee-only wealth management firm that emphasizes peace of mind and simplicity in helping people achieve their financial goals.
Perhaps our most important service provided is peace of mind. Even financially successful people suffer from financial stress and make counterproductive financial decisions because they lack the "big picture" about their finances. Context about your personal financial situation—the state of your financial health, whether you are on track to meet your objectives (retiring at a certain age, leaving a certain size estate for children, doing meaningful charitable giving, etc.), and whether any changes might be needed—informs countless decisions and often reduces stress.
The financial world—and perhaps your own finances—are complicated enough. Some degree of complication is inevitable or even required to achieve your goals, but at a certain point, complication becomes counterproductive to your goals and mental state.
Marie Kondo says: "Imagine yourself living in a space that only contains things that spark joy. Isn't this the lifestyle you dream of?" We apply the same philosophy to your finances. We aim to reduce "financial clutter" in order to most efficiently align your wealth with your goals.
We limit the amount of families we serve so that we are able to provide an exceptionally high level of service and attention to each client. We have strong, enduring relationships with all of our clients, who we consider partners and friends. We take pride in being one of many important relationships for our clients.
If you prefer to utilize an advisory firm with hundreds or thousands of clients, you are in the wrong place! We get too much enjoyment out of the depth of our client relationships to be anything but a boutique firm.
Abundance is a process of letting go; that which is empty can receive.
Bryant H. McGill