Abundance Wealth Counselors, Llc

EST. AUM
$1,564,033,885

CONTACTS
5

CLIENT ACCOUNTS
1,711

Firm Details

Metro area Harrisburg
CRD Number 111740
Website abundancellc.com
Client types

Overview

Founded in 2001 by Richard DeFluri, Abundance is an investment advisory service that addresses a critical gap in the industry. Recognizing the lack of coordination among clients' accountants, attorneys, financial advisors, and other specialists, Abundance aims to provide holistic guidance as a fiduciary. By collaborating with various experts, the firm ensures that clients are optimally positioned to accumulate, utilize, and transfer wealth. Comprising a team of experienced professionals, Abundance prioritizes the needs of its clients, managing administrative details so they can focus on their core activities and enjoy their leisure time, confident that their best interests are being served.

Platform Details

See in Dakota

Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Abundance Wealth Counselors, Llc

Platform Details

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