Abich Financial Services

What Abich Financial Services does

Abich Financial Services is a fiduciary financial advisory firm headquartered in Ashburn, Virginia, founded in 2008 by Abe Abich. The firm specializes exclusively in retirement planning for individuals and families aged 55 and older — retirees and pre-retirees — across the Northern Virginia/DC Metro area, with a new office opening in Charleston, South Carolina. Service delivery follows a branded "Relax Into Retirement℠" methodology that splits the retirement journey into Phase 1 (investment/accumulation planning) and Phase 2 (income/distribution planning), covering retirement income planning, investment management, Social Security optimization, RMD planning, tax planning, annuity planning, and 401(k) rollover planning.

The firm's core technology is its proprietary, patented Market Guard® investment strategy, which combines technical analysis, data-driven insights, and proactive portfolio monitoring to issue systematic buy/hold/sell signals. Market Guard® is offered through multiple model portfolios — ETF, stock, emerging technology, blockchain, and structured notes — and is differentiated from generic portfolio management by its rules-based, disciplined approach aimed at retirees. Supporting infrastructure includes a media footprint (Retirement Key Radio on WMAL 105.9/Bloomberg WDCH 99.1, Retirement Key TV on ABC 7 WJLA/CBS WUSA 9/NBC WRC), monthly in-person and online workshops, and a recently announced Official Financial Advisor partnership with Liberty University Athletics.

The business model is dual-entity: investment advisory services are delivered through Abich Financial Wealth Management, LLC, an SEC-registered investment adviser that earns fee-based AUM advisory fees, while insurance and annuity products are sold through Abich Financial Services Inc., a licensed insurance agency earning commissions. Demand generation runs through complimentary consultations, the "Where Do I Stand?" retirement readiness assessment, recurring dinner and webinar workshops, and the firm's broadcast media presence. The customer base spans retirees, women 55+, HNW individuals, and government employees — served by a team of approximately 30+ credentialed advisors, paraplanners, client services, marketing, and operations staff, with the firm reporting it has helped more than 1,000–1,200 families across Northern Virginia.

Name

Abich Financial Services

Legal name

Abich Financial Wealth Management, LLC

Website

https://abichfinancial.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Abich Financial Services is a fiduciary advisory firm specializing in retirement income and investment planning for retirees and pre-retirees (55+) in the DC Metro area, using a patented Market Guard® strategy and a two-phase planning methodology, delivered through ~30+ staff across advisors, paraplanning, client services, and operations.

Ownership category

akta.pro rank

Headquarters

HQ city

Ashburn

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Infrastructure, Technology or R&D

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Abich Financial Wealth Management LLC (SEC-registered investment adviser). Revenue is generated from advisory fees for financial planning, portfolio management, and investment management services for individuals and families preparing for retirement.
2. Insurance and Annuity Products: Insurance and annuity products offered through Abich Financial Services Inc., a licensed insurance agency. Revenue includes commissions from annuity planning, life insurance, and related insurance products as part of comprehensive retirement income strategies.
3. Market Guard® Investment Management: Market Guard® is offered as a proprietary investment strategy providing model portfolios (ETF, stock, emerging technology, blockchain, structured notes). Revenue is generated through investment advisory fees tied to assets under management.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Abich Financial Services is a fiduciary wealth management and retirement planning firm that delivers comprehensive retirement plans covering both investment/accumulation (Phase 1) and income/distribution (Phase 2) strategies. The firm offers retirement income planning, investment planning, Social Security optimization, required minimum distribution planning, tax planning, annuity planning, and 401(k) planning, anchored by its proprietary Market Guard® patented investment strategy. Services are delivered through SEC-registered investment advisory (Abich Financial Wealth Management, LLC) and licensed insurance agency (Abich Financial Services Inc.) entities.

Product overview

Abich Financial Services operates as a fiduciary wealth management firm offering a comprehensive suite of retirement planning services centered on its branded Relax Into Retirement℠ methodology. The core offering combines Phase 1 (Investment Planning/accumulation) and Phase 2 (Income Planning/protection) services including Retirement Income Planning, Investment Planning, Social Security Optimization, RMD Planning, Tax Planning, Annuity Planning, and 401(k) Planning. The firm differentiates through its proprietary Market Guard® patented investment strategy with systematic buy/hold/sell signals. Additional offerings include educational products (The Retirement Mountain™ book, Where Do I Stand Plan assessment), media content (Retirement Key Radio/TV shows), and financial education workshops. The firm primarily serves retirees and pre-retirees in the DC Metro area and Northern Virginia, with operations expanding to Charleston, SC.

Differentiator

Problem solved

Functional benefit

Brands

• Market Guard®: A proprietary investment strategy designed to provide retirees and pre-retirees with a disciplined, non-emotional approach to investing, combining technical analysis, data-driven insights, and proactive investment monitoring.

Products and services

• Retirement Income Planning Comprehensive retirement income planning combining Social Security, RMDs, life insurance, pensions, annuities, long-term care, and tax strategies into actionable retirement roadmaps for retirees and pre-retirees.
• Investment Planning Personalized investment management emphasizing low-volatility positioning, diversification, and alpha generation for retirees and pre-retirees, implemented through the Market Guard® strategy.
• Social Security Optimization Planning Strategic timing and coordination of Social Security benefits including spousal strategies, delay tactics, and tax minimization within retirement income plans.
• Required Minimum Distribution Planning Management of IRS-mandated withdrawals from retirement accounts to minimize tax impact and ensure savings last throughout retirement.
• Tax Planning Tax diversification and strategic withdrawal planning to minimize lifetime taxes through Roth conversions, account sequencing, and coordination with Social Security and RMDs.
• Annuity Planning Structured income strategies using fixed, variable, and indexed annuities to provide predictable retirement cash flow and principal protection, offered through the firm's licensed insurance agency.
• 401(k) Planning Guidance on accumulated 401(k) accounts, rollover strategies, and withdrawal planning once approaching retirement age.
• Market Guard® Proprietary patented investment strategy combining technical analysis and data-driven insights with systematic buy, hold, and sell signals designed for retirees and pre-retirees, including ETF, stock, emerging technology, blockchain, and structured note model portfolios.
• The Retirement Mountain™ Book by Abe Abich covering seven critical steps for long-lasting retirement, introducing the Phase 1 vs Phase 2 advisor concepts central to the firm's Relax Into Retirement℠ approach.

Quantifiable outcome

• 94% of employees rated the firm as a great workplace (Great Place To Work Certification 2026)
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Liberty University AthleticscoreGTM or Marketing Partner · 18 March 2026Abich Financial Services became the Official Financial Advisor of Liberty University Athletics in March 2026. The partnership includes prominent branding at Liberty Flames home games across multiple sports (baseball, football, basketball, volleyball, soccer, softball), marketing integrations across televised and streaming broadcasts, and logo placement at Worthington Field at Liberty Baseball Stadium. The partnership holds personal significance for founder Abe Abich, who played baseball for Liberty University during the 1998 season that won the Big South Championship.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Others

• Edelman Financial Engines:

Broad incumbents

• Creative Planning: Large, nationally recognized RIA serving high-net-worth and retirement-focused clients across the U.S. Comparable to Abich in fiduciary retirement-planning specialization, but at vastly greater AUM scale and with a multi-office footprint.
• Mariner Wealth Advisors: Fast-growing national RIA platform offering retirement income planning, tax, and estate services to affluent households. Comparable in fiduciary positioning and target-client overlap with Abich's 55+ retirement segment, with a much larger national footprint.
• Cetera Financial Group: Network of independent RIAs and financial advisors offering retirement, tax, and insurance solutions. Comparable to Abich in retirement/income advisory focus and use of insurance/annuity products, though operating at much greater scale through an independent-contractor model.
• Carson Group: National RIA and coaching platform serving financial advisors and their retirement-age clients. Comparable to Abich in fiduciary retirement-planning focus, with a significantly larger advisor network and technology stack.
• Wealth Enhancement Group: National RIA platform providing retirement income, tax, and estate planning to affluent households. Comparable to Abich in fiduciary retirement-planning offerings, with a multi-region footprint acquired through roll-up M&A.
• Mercer Advisors: National RIA specializing in retirement income planning, tax, and estate services for HNW households. Comparable to Abich in retirement income focus and fiduciary positioning, with a much broader geographic footprint.

Direct peers

• SageView Advisory Group: Mid-size RIA specializing in retirement plan consulting and personal wealth management for corporate executives and retirees. Closely comparable to Abich in retirement specialization, HNW/government-employee client base, and Phase-1/Phase-2 income planning approach.
• Halbert Hargrove: Long-standing, fee-only RIA serving retirees and pre-retirees with comprehensive retirement income planning. Comparable to Abich in fiduciary model, 55+ target segment, and emphasis on decumulation strategies; similar regional, relationship-driven model.
• Buckingham Strategic Wealth: Fee-only RIA providing evidence-based financial planning and retirement income strategies to individuals across the U.S. Comparable to Abich in fiduciary retirement-planning focus and advisor-led delivery model, with a larger national reach and academic-research orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Abichfinancial
• Xx.com/abeabich
• Facebookfacebook.com/AbichFinancialServices
• LinkedInlinkedin.com/company/abich-financial-services

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Abich Financial Services