Abundance Wealth Advisors

Financial Planning For a Life of Abundance

Financial planner in Camas, WA (show on map)

A fiduciary financial planning firm that helps clients align money with their values and life purpose.

About

Abundance Wealth Advisors is a fiduciary financial planning firm that goes beyond transactional money management. They use a seven-step financial planning process to understand clients' personal and financial circumstances, core values, and non-financial goals.

Their philosophy is inspired by Maslow's Hierarchy of Needs, establishing a firm financial foundation before focusing on building a meaningful, fulfilling life. They serve clients across life stages from starting out to retirement, offering services in financial planning, investments, insurance, estate planning, tax planning, and philanthropy.

Fiduciary standard — puts clients' interests ahead of their own

Holistic approach — addresses non-financial goals and core values, not just numbers

Lifelong client relationships that go beyond transactional dealings

Seven-step financial planning process focused on understanding the whole person

Philosophy inspired by Maslow's Hierarchy of Needs — building a foundation before pursuing fulfillment

Community-focused with core values of integrity, mutual respect, and inclusion

Services

Financial Planning

A comprehensive seven-step process to develop a financial plan aligned with clients' values, goals, and life purpose.

Goal identification and prioritization Analysis of current financial trajectory Personalized recommendations Ongoing relationship management

Investment Advisory

Investment management and advisory services to help clients grow wealth and balance risk with reward.

Investment allocation Risk management Retirement investment strategy Workplace benefits optimization

Insurance Services

Insurance planning and products to protect clients and their families, including life insurance.

Life insurance planning Risk mitigation Family protection strategies

Estate Planning

Estate planning services to help clients plan for the future, reduce taxes, and honor their legacy.

Legacy planning Tax-efficient strategies Philanthropic planning

Tax Planning

Tax planning strategies to help clients manage tax implications across different life stages.

Tax-efficient withdrawal strategies Retirement tax planning State tax considerations

Retirement Planning

Comprehensive retirement planning including Social Security, investment strategy, and tax-efficient withdrawals.

Social Security planning Retirement income strategies Legacy planning Aging with dignity

Credentials & Certifications

CFP® (Certified Financial Planner)

FINRA BrokerCheck

Osaic Wealth Form CRS

Frequently Asked Questions

What makes Abundance Wealth Advisors different from other financial firms? +

They seek to understand clients' connection with money, core values, and non-financial goals before developing a financial plan. They have lifelong relationships that go beyond transactional dealings, and they are fiduciaries who put clients' interests ahead of their own.

What is the firm's financial planning process? +

They use a seven-step financial planning process that begins with understanding personal and financial circumstances, identifying and selecting goals, analysis, and developing recommendations. The process goes beyond basic money management to address what financial fulfillment means for each individual.

What services does Abundance Wealth Advisors offer? +

They offer a comprehensive range of planning, advisory, investment, and insurance services including financial planning, investment advisory, insurance services, estate planning, tax planning, and retirement planning.

Who does Abundance Wealth Advisors serve? +

They serve clients across all life stages including those starting out (doctors, teachers, professionals with student debt), those building wealth (planning for college savings, retirement, estate planning), those approaching retirement, and retirees focused on legacy and tax-efficient withdrawals.

Are the advisors at Abundance Wealth Advisors fiduciaries? +

Yes, Abundance Wealth Advisors are fiduciaries which means they put their clients' interests ahead of their own.

What is the firm's philosophy or approach to financial planning? +

Their philosophy is inspired by Maslow's Hierarchy of Needs. They believe budgeting, investment allocation, retirement, and tax strategy establish a firm footing, and with that foundation they focus on helping clients build the most meaningful, fulfilling life possible.

What are the firm's core values? +

Their core values include Integrity, Mutual Respect, Community, Diligence, Inclusion, and Authenticity. They are committed to acting with honesty and morality, listening and empathizing first, and treating each person as an individual.

How can I get started with Abundance Wealth Advisors? +

You can use the contact form on their website to let them know what you would like to discuss. They will get back to you within two business days.