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Financial Abundance

EST. AUM
$232,877,697

CONTACTS
4

CLIENT ACCOUNTS
1,560

Firm Details

Metro area Harrisburg
CRD Number 143300
Website faicoach.com
Client types

Overview

Financial Abundance is a registered investment advisor (RIA) that provides financial planning and investment management services. The firm’s approach includes market returns and wealth accumulation, income planning, healthcare planning, strategic tax planning, and legacy and estate planning. As a fee-only planning firm, it manages various market-based investment accounts, such as individual and joint accounts, custodial accounts, IRAs, employer rollovers, and company 401(k) plans. The firm’s sister corporation, EDI, provides guidance on advanced planning strategies, including tax planning and wealth transfer. Financial Abundance integrates financial planning and education to assist clients with investment, tax, and estate-related decisions.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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