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Abich Financial Wealth Management
Abich Financial is a full-service fiduciary firm providing both investment and income planning. They help families Relax Into Retirement with a true retirement...
Abich Financial Wealth Management
Abich Financial is a full-service fiduciary firm providing both investment and income planning. They help families Relax Into Retirement with a true retirement plan, not just an investment plan. Their mission is to better prepare clients for a successful and long-lasting retirement by empowering them with financial education that makes complex issues simple.
General information
Firm type
RIA
Year founded
2008
Location
Region
North America
Country
United States
City
Ashburn
Corporate office
New York, NY, United States
Principals
Abe Abich
Founder & Co-CEO, Certified Financial Fiduciary®, CAS®, CFS, CIS®, Investment Advisor Representative
Shelly Abich
Co-CEO & Chief Experience Officer
Angela Mari
Director of Operations, Chief Compliance Officer, Certified Divorce Specialist
Sera Francis
Director of Client Services, Compliance Manager
Justin Dobak
CRPC, NSSA®, Financial Advisor, Investment Advisor Representative
Joshua Barbin
CFP®, CPWA®, CIMA®, Financial Advisor, Investment Advisor Representative
Ryan Oliver
CFP®, NSSA®, Financial Advisor, Investment Advisor Representative
Thomas Bryan
CFP®, Financial Advisor, Investment Advisor Representative
Matthew Hutchison
CRPC, Financial Advisor, Investment Advisor Representative, Paraplanner
Connor Depew
Financial Advisor, Investment Advisor Representative, Paraplanner
Karina Diaz
Paraplanner
Daniel Gribbin
Paraplanner
Joshua Choi
Client Services Manager, Compliance Associate
Cesar Torres
Client Services Associate
Zach Wilmoth
Client Services Associate
Isabella Riitano
Client Services Associate
Veronica Wanis
Client Services Associate
Gwen Washington
Client Services Associate
Frequently asked questions
What is the minimum investment requirement for clients?
The minimum investment threshold is not publicly disclosed. Many RIAs serving high-net-worth clients set minimums of $1 million or more, but Abich Financial Wealth Management has not published this information.
Does Abich Financial Wealth Management offer tax or estate planning?
Public marketing materials suggest the firm provides holistic financial planning that includes retirement planning and estate planning guidance. The extent of tax optimization services is not detailed, but comprehensive planning is cited as a core service.
Where is Abich Financial Wealth Management headquartered?
The firm is headquartered in New York, New York, United States. No additional office locations have been publicly documented.
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