Financial Abundance

Financial Abundance, based in the US, is a fee-only registered investment advisory firm offering personalized financial planning, investment management, and coaching services. Its client-centric approach emphasizes education and tailored solutions for individuals and families. Founded in 2000 in the US, Financial Abundance Inc. provides comprehensive financial advisory services.

The firm has remained consistent in its business strategy, focusing on client education and holistic financial solutions. Headquartered in the East Coast, the firm operates in regions including Altoona, Lewisburg, and State College, Pennsylvania. Specific information about the founder or previous founding ventures is not available. In September 2025, Financial Abundance was acquired by Creative Planning, LLC, but specific financial details of the deal were not disclosed.

Financial Abundance delivers a variety of financial services, including investment advisory, life insurance, retirement planning, and investor coaching. The firm provides holistic financial planning tailored to individual and family needs. Its services cover critical areas such as Roth IRAs, traditional IRAs, 401(k) accounts, retirement income strategies, life insurance policies, and estate planning. Educational resources, including the "Common Sense Video" series, are available to empower clients with knowledge for better financial decision-making.

The firm's revenue is generated primarily through fee-for-service investment advisory transactions, based on assets under management or hourly consulting rates for financial planning services. Additionally, income may come from workshops and educational resources for clients and prospects. This transparent fee structure helps clients understand the costs related to their financial planning services, allowing for informed decision-making. Looking ahead, Financial Abundance plans to enhance its service offerings and expand its market presence.

The company is designing new financial planning products targeted for launch in early 2026. It aims to penetrate additional markets within the East Coast, particularly targeting urban centers in New York and New Jersey by December 2026. The recent acquisition by Creative Planning, LLC will bolster its financial resources and infrastructure, facilitating these growth initiatives. The acquisition is expected to strengthen Creative Planning's overall service offerings and its footprint in the East Coast region.