# Abich Financial Wealth Management

Abich Financial Wealth Management is a RIA based in Ashburn, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Ashburn, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** abichfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/abich-financial-services

## Regulatory record

- **CRD number:** 310633
- **SEC file number:** 801-128570
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310633

## About

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.

## People

- 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

## 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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Last updated: 2026-08-11T15:05:57.154Z

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