Ethan Bernhagen-Jung celebrates his 5 year Abundo-versary today! It's hard to describe everything Ethan is and has done for Abundo. He joined Eric only 3 month's into Abundo's history and has made a positive impact on every aspect of the business. We are so grateful for everything he does and absolutely cannot wait to see what he wows us with next. #WorkAnniversary #AbundoVersary #CelebratingSuccess #GratefulForOurTeam #FinancialPlanning #AdviceOnlyAdvisors #MakingADifference #CheersToFiveYears #TeamAppreciation
About us
We're on a mission to change the financial advice industry by bringing high-quality, conflict-free, comprehensive financial planning to everyone. Anything concerning our clients’ ability to save, grow, spend, and earn money matters to us. We love to teach, empower, and inspire taking action and ownership in their own financial lives. Everyone deserves transparent pricing, low-cost investing, and access to the best financial planning technology available. We all need help with financial decisions at some point in our lives and Abundo wants to help...everyone. We charge a transparent start-up fee and a flat monthly subscription for our services and nothing more. We serve individuals and families all across the country.
- Website
-
https://www.abundowealth.com
External link for Abundo Wealth
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Virtual
- Type
- Privately Held
- Founded
- 2019
Locations
Employees at Abundo Wealth
Updates
-
Abundo recently celebrated our 5 year anniversary, and few people can say they've seen 4 of those years from the inside. But now Andrew Dressel is one of them! As one of our earliest advisors, Andrew has been a long-time champion of delivering affordable financial advice to clients. He is also a trusted resource for our growing team of advisors, and an all-around great teammate! Happy 4th Abundo-versary, Andrew Dressel, CFP®, CRPC®, APMA®. Here's to many more!
-
-
We have an awesome Abundo-versary to announce! Rebeca Bernhagen, our very first marketing manager, is celebrating 1 year with Abundo today! As a young company that has grown mostly by word-of-mouth, we haven't had a large online presence until recently. Since Rebeca joined, we now have a YouTube channel with great videos and over 10,000 views, a fun new Instagram page, an improved blog, and a beautiful new website that conveys Abundo's mission to thousands of site visitors. There are so many small tasks that go into the behind-the-scenes efforts to make a brand look consistent, engaging, and professional, and Rebeca has been amazingly helpful at making sure we are constantly improving. And of course, you can never have too many smiling faces on a team! Especially a close team like Abundo. We're grateful to have Rebeca's positive, fun, and can-do attitude with us every day! Happy 1 year anniversary, Rebeca!
-
-
Abundo Wealth reposted this
When your firm can fill up a WhirlyBall court, you KNOW that you have a hilariously fun team-building activity! This was just one of the awesome activities that Eric Simonson CFP®, CRPC®, CLTC® organized for our Abundo Wealth retreat last week. Others included going to the Mall of America and riding one of the roller coasters and playing a murder mystery game (the inside jokes from that will continue!) It was so much fun getting together in real life and being with my team. My cup is filled. ❤️ #FinancialPlanningRetreat #AbundoWealth
-
Exciting Feature! We’re proud to announce that an article written by one of our talented advisors for the Can I Retire Yet blog has been featured on Rob Berger’s popular YouTube channel! Rob is a well-respected voice in the financial world, and we’re thrilled to see our insights highlighted on such a trusted platform. In the video, Rob dives into 3 key Social Security claiming strategies and provides a framework for making informed decisions—an essential conversation for anyone planning their financial future. We’d love for you to check it out and see how thoughtful financial planning can make all the difference! Watch the full video here: https://lnkd.in/eUVUTSnf A big thank you to Rob Berger for the feature and Can I Retire Yet for the collaboration! #AbundoWealth #FinancialPlanning #FlatFeeAdvisor #CanIRetireYet #RobBerger #YouTubeFeature #FinancialFreedom #PersonalFinance #RetirementPlanning #InvestingWisely #SocialSecurity
3 Key Social Security Claiming Strategies
https://www.youtube.com/
-
Celebrating Jeremy Zuke’s 1st Year with Abundo Wealth! 🎉 A year ago today, Jeremy brought his financial expertise to our team, and we couldn’t be more thrilled with the impact he’s made. His dedication to helping clients achieve their financial goals has truly enriched our team. Jeremy’s ability to wear multiple hats and his passion for excellence are just a few of the reasons we’re so grateful to have him on board. Here’s to many more years of collaboration, growth, and success together! #TeamAbundo
-
-
Wow! Five years. It's incredible to think about the impact we've had already. Thank you also to all of our incredible clients for trusting us for personal financial advice! We would not be here without you!
5 years ago today, I was sitting at Penny's Coffee in Minneapolis when I received the email that Abundo Wealth had been approved to open for business. 🧡 Even though I knew Abundo would be successful, I could never have imagined the wonderful people I would meet and journey this business would take me on. There are a few people I would like to recognize who have played a huge part in making these first five years so great. I first have to mention Ethan Jung, who has been here since nearly day one and has been instrumental in building the tools and technology that are critical to our business. Ethan's support motivates me every day to get better and make Abundo as great as it can be. Andrew Dressel, CFP®, CRPC®, APMA® and Lori Bodenhamer, CFP® were our first two advisors (besides me) and helped shape so much of the processes and systems that became foundational to the business. They also took the brunt of our growing pains! Olivia K. Lima, PhD, CFP®, Chris Mamula, CFP®, and Jeremy Zuke joined the team and helped us level up our knowledge, advice, and helped us better serve clients. Three amazing advisors, without a doubt! Rebeca Bernhagen brought creativity to the team and improved our visuals, design, and took our social media game to the next level! What a gift to have someone on the team who enjoys social media! Riki Cooke, CFP® and Damondrick Jack selflessly left their own businesses to join our mission. They bring great ideas and make our team meetings and training sessions such a joy! Maggie Klokkenga, CPA, CFP®, AFC® keeps us laughing with her great sense of humor, but also has done an amazing job working with clients and keeping up with our growth. We are also so grateful she is willing to spread the word about what we do! Thank you #AbundoTeam for these amazing first five years! Of course, there have been others who have made a big impact on the business as well and I want to give them a shout-out too. In no particular order...Kingston Hollman, Cody Garrett, CFP®, Brian Thorp, Joey Torkildson, Jorge Soriano, CFP®, EA, Jon Luskin, CFP®, Valerie A. Rivera, CFP®, Jeremy Schneider, Bill Mulvahill, CPA CFP® CEPA MBT, Daniel M. Kopp, MA, MS, CFP®, MQFP®, Josiah Peterham, Rae DeBruyne, CFP®, Arlene Donley Moss (she/her/hers). To each of you, and to all the others I've missed, thank you for your guidance & support. Now, back to work.
-
Abundo Wealth reposted this
Meet Lori Bodenhamer! In this week's blog, the Certificate Program in Personal Financial Planning grad shares, "You’ll be surprised at how many transferable skills translate to financial planning, not only from prior work experience, but also just plain life experience." Read more ➡️ https://bit.ly/3Wv2Ros #StudentStories #PFP #FinancialPlanning
-
-
Abundo Wealth reposted this
A very fun milestone for my career change: got the chance to do a podcast interview to discuss the benefits of advice-only financial planning and how we help our clients at Abundo. High fees and sales-driven conflicts of interests are everywhere in the industry, and we're trying to change that in a big way. Thanks Eric Simonson CFP®, CRPC®, CLTC® and Michael Johnston for the opportunity! https://lnkd.in/edE9FwqR
-
Our advisor team keeps growing! Please join us in welcoming Riki Cooke, CFP® as our newest advisor. Prior to joining Abundo, Riki worked at Fidelity and also built his own successful financial planning practice. We are thrilled to have him part of the team and know he will be a valuable resource for our clients. 😁