Abundance Wealth Advisors

Abundance Wealth Advisors is a wealth management firm in Washougal, WA. The firm provides financial planning, advisory, investment, and insurance services, and its team works with clients at every financial means and life stage who want more than numbers from their financial professionals. Abundance Wealth Advisors operates as a fiduciary, putting clients' interests ahead of its own.

The firm's approach begins before any plan is written: it seeks to understand each client's connection with money, core values, and non-financial goals. From there, it maps a financial path using a seven-step financial planning process. Services include comprehensive financial planning, which integrates budgeting, investment, tax, insurance, and estate planning and can coordinate with a client's other professional advisors; insurance protection, which involves educating clients on plan vulnerabilities and recommending coverage options; college and education funding; and budgeting and cash flow work. The firm is affiliated with Osaic Wealth, Inc., a large network of independent wealth management firms in the United States, which gives it access to a broad range of investment options and provides operational and educational support. Scott Berry, CFP, is a CERTIFIED FINANCIAL PLANNER practitioner with almost ten years of experience as a financial advisor. His areas of knowledge include retirement planning, investment planning, tax planning, and insurance planning, and he built his career advising public employees in Oregon and Washington on their pensions. He is also active in philanthropy and community work.

Abundance Wealth Advisors is located at 222 NE Everett St, Suite 209, in Washougal, Washington.

The firm's work centers on helping clients make meaning with their money, and its planning process is built to carry that purpose through retirement, investment, tax, insurance, and estate decisions for families in and around Washougal.