Coach, Partner, Personal CFO, Friend...

Call us what you like, we’re here to help you meet your financial goals.

Wealth Management in Winchester

A shelter in the storm of bad advice, conflicts of interest, dumb tech, and greedy financial institutions.

ABRI is French for “shelter,” and it stands for the relief you’ll feel when you have a professional on your side, working together toward shared goals. 

Our Story

ABRI started from the frustration of success. Very early in his career, ABRI’s founder, Zack Wallace became the nation’s Top Advisor at a Fortune 100 financial planning company. But once he made it there, he was completely disappointed. That company’s objective was not to provide the best advice possible but instead to sell as many products as possible.

So Zack left and started ABRI. Whose mission is to be the best place for clients to get advice and for advisors to give it.

Clients want to work with an advisor they trust who is smart, kind, proactive, and responds quickly to their questions. And advisors want to work at a place that mandates personal character, client care, and credentialed competency.

That mission has resonated and ABRI now has clients in more than 30 states and continues to look for innovative ways to be the best place for clients and advisors.

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Our Values

In all staff and advisors, we look for these five key attributes.

Character

Forever and always, do the right thing

Courage

Speak the truth and help clients reach big goals

Competency

Know the answer or where to get it

Care

Listen with empathy and lift up those around you

Curiosity

Continually seek to improve and learn more

Our exceptional team of advisors is dedicated to helping you navigate the complexities of financial planning with expertise and care.

ABRI advisors…

Must earn their tax preparation certification (Enrolled Agent / EA) by year 1

Must earn their certified financial planner certification (CFP) by year 5

Must have character to do the right thing always and be the most trusted person in the room

Must have courage to speak the truth and help clients reach big goals

Must have competency to know the answer or know where to look for all financial questions

Must have care to listen with empathy and lift up those around you

Must have curiosity to learn more and always be improving

Your Guides

Zack Wallace, CLU®, RICP®

Founder

Zack Wallace, CLU®, RICP®

Founder
Why Abri

I grew up stressed about money, and I want to free others from that stress.

Bio

Born in Michigan. BA in Theology. CLU®, RICP®, GBA 1®. Award winning career spanning Corporate Finance to Personal Finance to Personal CFO. Married to Kristin with six children who love to read and go on outdoor adventures.

Schedule a Call with Zack
logan johnson

Logan Johnson, EA®

Advisor + Director of Business Owner Services
logan johnson

Logan Johnson, EA®

Advisor + Director of Business Owner Services
Why Abri

I love solving complex problems and using my deep technical expertise to give people the smartest financial plan possible and total peace of mind.

Bio

Born in Kentucky. BS in Engineering. Engineer at Toyota to Operator in Private Equity to Advisor at Abri who specializes with small businesses. Married to Fran and loves time on the boat together.

Schedule a Call with Logan
nate wallace

Nate Wallace, FRC®

Associate
nate wallace

Nate Wallace, FRC®

Associate
Why Abri

I chose to be an Advisor because I love sharing knowledge that allows others to enjoy their life with less financial stress.

Bio

Born in Michigan. BA in Economics. Employee Benefits to Project Management to Advisor at Abri who specializes with federal employees and software engineers. Married to Joni and loves to rock climb.

Schedule a Call with Nate
nick pigorodetskiy

Nick Pidgorodetskiy, EA®

Associate
nick pigorodetskiy

Nick Pidgorodetskiy, EA®

Associate
Why Abri

I want to create redemption in the financial hopes and dreams of those around me.

Bio

Born in Kentucky. BA in Finance & Accounting, Summa Cum Laude. Portfolio Manager to Wealth Management Advisor at Abri who specializes with professionals, retirees and business owners. Married to Eva and loves to work with his hands.

Schedule a Call with Nick

John Hanna, CPA®

Tax Director

John Hanna, CPA®

Tax Director
Why Abri

I love when all the pieces fit together and providing clear numbers to help people make the best decisions.

Bio

Born in Kentucky. BA & Masters in Accounting from University of Kentucky – Beta Alpha Psi. Deep accounting experience ranging from VC backed startups to Fortune 500 to national healthcare conglomerates. Loves to give back to his church and community.

Paul Biegel, CPA®

Accountant

Paul Biegel, CPA®

Accountant
Why Abri

Relationships are key and I love providing quality tax advice to those I care about.

Bio

Raised in Illinois. BS in Accounting from Calvin University. 10+yrs of experience in Audit, Tax, A/P, A/R, Fixed Assets, Bookkeeping for Small to Mid-Size Business nationwide. Loves time with his wife Kayla at the market and with his family.

Jordan Walker

Marketing

Jordan Walker

Marketing
Why Abri

I love how unique Abri is in the marketplace and finding creative ways to show our value.

Bio

Roots in Arizona and attended Arizona State University. Deep experience in logistics, financial analytics and marketing. Passionate about time outdoors, fashion and music.

We have Attorneys and Accountants in house and on retainer alongside a full support team of employees, contractors, and independent consultants that allow us to provide the expertise you need no matter how complex your situation is.

Our team of CFP®s, CPA®s, JD®s, CLU®s, RICP®s, EA®s, and FRC®s have tax expertise, planning expertise, legal expertise, financial expertise, investment expertise, operation expertise, real estate expertise, and service expertise that provide our clients smart solutions at an incredibly fast response time.

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Interested in joining the team?

We are always looking for talented people with character, courage, competency, care, and curiosity to join our team. Reach out so we can hear your story and see if there is a spot for you on our team.

Learn More