All-in-One Wealth Management

A typical financial advisor provides advice in one area of your money, like just investments or insurance, but often doesn’t have significant expertise, experience, credentials, or technology to support other areas of your finances like taxes or retirement distribution strategies.

An Abri Advisor (aka, a Personal CFO) has expertise, experience, credentials, and technology to provide advice in all five major areas of your finances, taxes, real estate, investments, insurance, and estate planning.

The key benefit is that you can get far more comprehensive advice and support with a Personal CFO than just a normal financial advisor but the cost for either can be the same.

The best time to hire a Personal CFO is in a moment of change or confusion. Often when you are changing or retiring from a job, starting or selling a business, expecting a baby or saying goodbye to a loved one, it can bring up a lot of financial questions. We’re here to help educate you on all options and identify the ones that are best for you.

Individual clients pay an up front planning fee and then for any accounts you’d like us to manage, a % of those accounts.

Business owners pay an ongoing monthly advice fee but don’t have an upfront fee because it takes much longer for us to implement each recommendation with a business.

Our fee schedule is simply the industry standard that charges slightly more on smaller accounts and slightly less for larger accounts. But the big difference at Abri from our fee vs others is what you get for it.

Most money managers charge 1.5%-.5% to manage your money but you only get portfolio management for that fee.

At Abri for the same fee they charge, you get so much more! We provide full tax planning, estate planning and document drafting, insurance audits, investment management, tax loss harvesting, direct indexing, a meeting every six months and unlimited advice support during the year.

Fees definitely matter but if you’re going to pay someone for advice, you better get the most for your money!

Each Abri client gets a comprehensive financial plan, a list of improvements to make, and detailed steps of how and where to do so. Your plan is also managed with dynamic planning technology so you can view your progress at anytime online or on your phone.

You can see each area of planning covered in our services section.

Each client has three meetings to start so that your Abri Advisor can learn your story, understand your current finances, provide education on best options to reach your goals, and help you begin to implement your strategic financial plan.

For individuals, once your plan is underway, you will have a Spring and Fall review so that you can be proactive and stay on track to your goals.

For business owners, once your plan is underway, you will have either 3 or 6 meetings a year to stay up to date.

In the event of any financial emergency or question, clients can always call or email to get the advice they need quickly.

Each Advisor on our team is required to have their EA and their CFP by year five of service.

But we apparently like school too much, so we also have other credentials like CPA, CLU, RICP, GBA, and JD on our team.

We absolutely do! Our job is to be your financial quarterback who helps you manage your financial team. A strong financial team consists of an accountant, attorney, personal insurance agent, investment advisor, and banker. So if you have one of those you like and trust, we can work alongside them to keep your plan on track.

If you are missing one of those or want to upgrade one (or all) of them, we can provide introductions to professionals we trust and help you build the team you need.

Yes, we are! Abri and all its Advisors are Fiduciaries, which legally means that all advice we give has to be in your best interest!

Not only are we Fiduciaries, we are also fee-only, which means that when we are managing your investment or retirement accounts, we aren’t paid commissions or kickbacks or any other sort of weird, shady thing.

There are no hidden fees with Abri; we disclose everything so you never have to question the advice you get.

Easy, you can cancel your services at any time, no questions asked!

Nobody is the right fit for everybody, so we want to make sure it’s a great relationship for both sides. If down the road we’re not the right fit, simply let us know, and we’ll part ways as friends.