Abundance
Abundance Wealth Counselors is an SEC-registered investment adviser in State College, PA that delivers holistic wealth management—including investment management, family office services, and retirement planning—to high-net-worth individuals, families, and business owners under a fiduciary, fee-based model.
- Company typePrivate
- Founded2001
- HeadquartersState College, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Abundance firmographics
Firmographics- Name
- Abundance
- Legal name
- Abundance Wealth Counselors, LLC
- Website
- https://abundancellc.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Abundance Wealth Counselors is an SEC-registered investment adviser in State College, PA that delivers holistic wealth management—including investment management, family office services, and retirement planning—to high-net-worth individuals, families, and business owners under a fiduciary, fee-based model.
- Ownership category
- akta.pro rank
Abundance industry classification
Industry- Product category
- Wealth Management Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Lifestyle, Concierge & Personal Services Management (FSAAADAJ), UHNW Concierge & Lifestyle Services (FSAAABAL)
Keywords
Where Abundance is headquartered
LocationHeadquarters
- HQ city
- State College
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Abundance business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Advisory Fees: SEC registered investment adviser providing fee-based advisory services. The firm operates as a fiduciary, with fees typically based on assets under management (AUM) or a fee-only model. The firm discloses it transacts business in states where registered or qualifies for exemption.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Investment advisory services with fiduciary standard of care |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Abundance product offering
Product offeringCore offering
Abundance Wealth Counselors is an SEC-registered investment adviser that provides holistic wealth management through three core service pillars: Investment Services (customized diversified portfolios and access to private investments), Family Office Services (trust and estate planning, tax planning, succession planning, captive insurance, banking facilitation, and asset protection), and Retirement Planning (individual and group retirement plan design, fiduciary management, and administration). Services are delivered by dedicated Wealth Counselors acting as fiduciaries and coordinating with clients' external accountants, attorneys, and other specialists.
Product overview
Abundance Wealth Counselors offers a unified, holistic wealth management advisory platform built around three interconnected core service pillars: Investment Services (portfolio management and private investments), Family Office Services (trust/estate planning, tax planning, succession planning, captive insurance, banking, business counseling, asset protection, and insurance), and Retirement Planning (individual and group plans). These are supported by a client portal (Tamarac), Abundance TV video content, monthly Market Intelligence Dashboard reports, and a Resource Library of educational white papers. The firm operates as a fiduciary, coordinating with clients' external accountants, attorneys, and other specialists.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Services Customized diversified portfolio construction, tax-efficient investing, and facilitation of private investment opportunities (including commercial and development real estate) for individual and family clients. Implemented via a four-part Investment Protocol and ongoing due diligence on internal and external managers.
- Family Office Services Comprehensive family wealth management including trust and estate planning, tax planning, succession planning, captive insurance coordination, banking facilitation, business counseling, asset protection, and insurance evaluation. Provided to multi-generational families with coordination across their external professional advisors.
- Retirement Planning Individual and employer-sponsored retirement plan services including plan design, investment management, fiduciary services, and third-party administration coordination for defined contribution, defined benefit, or hybrid plans. Includes plan participant education for group plans.
Companies that use Abundance
Customer profileSegments3 records
Ideal customer profiles3 records
Abundance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Abundance partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Investment Research Partners, LLCcoreInvestment Research Partners serves as a sub-advisor to Abundance, providing investment research, market and economic analysis, and portfolio construction services. Several Abundance Investment Committee members (Derek Varner, Geoffrey Caber, Martin Wildy) are partners at this firm.
- Estate Design, LLCminorJohn J. Schaffer, JD, MBA, CPWA provides legal services through a separate engagement with Estate Design, LLC. Abundance clarifies that it does not offer legal advice or services; these are provided under separate engagement.
- NFL Players AssociationminorRichard DeFluri is admitted into the NFL Players Association Financial Advisors Program as a Registered NFL Players Association Financial Advisor, enabling service to professional athletes.
- Financial Planning AssociationminorRichard DeFluri holds membership in the Financial Planning Association, along with National Association of Life Underwriters, Association for Advanced Life Underwriting, and The Professional Business and Financial Network.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Abundance competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Multi-family office serving UHNW families with investment management, estate planning, and family office services. Provides a direct benchmark for Abundance's family office pillar at a higher wealth tier.
- Glenmede: Wealth management and investment firm serving HNW individuals, families, and institutions with discretionary portfolio management and trust services. Comparable fiduciary RIA structure with family-office-level offerings.
- Pathstone: Multi-family office providing investment advisory, trust, and estate services to HNW families. Comparable holistic-service approach and family-office positioning.
- Creative Planning: Fee-only RIA delivering comprehensive wealth management, estate planning, and family office services to HNW clients. Comparable in its integrated-service, fiduciary model and cross-state SEC registration footprint.
- Edelman Financial: National fee-only RIA offering investment advisory, retirement planning, and estate services to HNW households. Comparable fiduciary, fee-only model addressing the same client life-stage needs.
- Pitcairn: Multi-family office offering investment management, trust and estate planning, and next-generation education for HNW families. Comparable in scale, family-office orientation, and integrated advisory model.
- Mercer Advisors: National RIA bundling investment management, estate and tax planning, and family office services for HNW households. Closely comparable in its integrated, holistic wealth-counseling model.
- Carson Group: RIA platform that partners with independent advisors to deliver investment, retirement, and family-office-adjacent services. Comparable in serving HNW clients through a multi-pillar advisory platform.
- Mariner Wealth Advisors: Large, multi-disciplinary RIA providing investment advisory, financial planning, retirement plan, and family office services to HNW clients nationwide. Mirrors Abundance's holistic-service, fiduciary positioning at a much larger scale.
Regional players
- Janney Montgomery Scott: Mid-Atlantic-based wealth management and investment firm headquartered in Pennsylvania, providing private wealth advisory and retirement services. Comparable given regional Pennsylvania footprint and HNW client focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Abundance social profiles
Digital presenceAbundance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Abundance leadership team
Management profileNumber of profiles
Profiles10 records
Abundance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Abundance M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Abundance
What does Abundance do?
Abundance Wealth Counselors is an SEC-registered investment adviser that provides holistic wealth management through three core service pillars: Investment Services (customized diversified portfolios and access to private investments), Family Office Services (trust and estate planning, tax planning, succession planning, captive insurance, banking facilitation, and asset protection), and Retirement Planning (individual and group retirement plan design, fiduciary management, and administration). Services are delivered by dedicated Wealth Counselors acting as fiduciaries and coordinating with clients' external accountants, attorneys, and other specialists.
Is Abundance a public or private company?
Abundance is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Abundance founded?
Abundance was founded in 2001. It employs 11 to 50 people.
Where is Abundance based?
Abundance is headquartered in State College, United States, in the North America region.
How does Abundance make money?
One revenue line is on record: investment Advisory Fees.
Who are Abundance's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Pathstone, Creative Planning, Edelman Financial, Pitcairn, Mercer Advisors, Carson Group and Mariner Wealth Advisors. Janney Montgomery Scott is listed as a regional player.
Does Abundance have an API?
No public API is recorded for Abundance.
What industry is Abundance in?
Abundance's product category is Wealth Management Advisory Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAADAJ, Lifestyle, Concierge & Personal Services Management. Its NAICS code is 523940 and its SIC code is 6282.