Abundance Wealth Counselors, LLC

About Abundance Wealth Counselors, LLC

<p>Rooted in State College in central Pennsylvania, Abundance Wealth Counselors, LLC works with clients across the Northeast, Mid-Atlantic, and beyond on investment management and long-term planning.</p> <p>Founded in 2001, the firm is a registered investment advisor and fiduciary. Its work includes financial planning, portfolio management, and pension consulting, along with <a href="/retirement-plans">retirement plan providers</a> support as a 3(21) advisor.</p> <p>Abundance Wealth Counselors reports $1.6B in assets under management (2026). The firm serves clients in multiple states, including Pennsylvania, New York, New Jersey, Delaware, Maryland, Virginia, Florida, Michigan, Ohio, Tennessee, Texas, California, Colorado, and Connecticut.</p> <p>A key differentiator is its emphasis on tying portfolio decisions to planning that reflects family priorities and legacy goals, with ongoing administration to keep the plan aligned as markets and needs change.</p> <ul> <li>Registered investment advisor (RIA) founded in 2001</li> <li>3(21) fiduciary guidance for retirement plans</li> <li>Financial planning and retirement planning</li> <li>Portfolio management for individuals, small businesses, and pooled investment vehicles</li> <li>Pension consulting</li> </ul>

Website: https://abundancellc.com/

Founded: 2001