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Abundance Wealth Counselors
Abundance Wealth Counselors is an SEC-registered investment adviser in State College, PA, registered since 2001. The firm manages $1.6 billion in regulatory...
Abundance Wealth Counselors
Abundance Wealth Counselors is an SEC-registered investment adviser in State College, PA, registered since 2001. The firm manages $1.6 billion in regulatory assets. It employs 30 staff members and 12 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
Location
Region
North America
Country
United States
City
State College
Corporate office
State College, PA, United States
Frequently asked questions
What is the primary advisory focus at Abundance Wealth Counselors?
The firm concentrates on retirement income planning and distribution-phase wealth management, with ancillary services that include tax-aware withdrawal strategies and estate-planning coordination. Its practice is built around the needs of households transitioning from asset accumulation to income generation.
Who comprises the typical client base for this firm?
The firm's client base is concentrated among Pennsylvania State University faculty, staff, and retirees, alongside local business owners, in and around State College. This university-adjacent demographic shapes a specialization in pre-retiree and retiree financial planning.
How does the firm source new clients?
Client acquisition is primarily driven by local reputation and referrals within the Penn State ecosystem. The firm does not operate a multi-jurisdictional marketing apparatus or independent RIA roll-up strategy. Its growth is organic and community-referenced.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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