Financial Abundance

At Financial Abundance, we are dedicated to providing comprehensive financial services to our clients. Our team of experts specializes in investments, life insurance, and retirement planning, with a focus on investor coaching. We believe that education is key to achieving peace of mind, and we strive to empower our clients through clear and concise guidance.

Our services range from Roth IRAs and 401(k)s to retirement income and estate planning. We also offer life insurance and long-term care insurance solutions. Our holistic approach ensures that our clients' financial needs are addressed comprehensively, from accumulation to distribution.

What sets us apart is our commitment to being a fee-only, registered investment advisor firm. This means that we operate independently and are not influenced by commissions or sales targets. Our primary goal is to serve our clients' best interests, always.

We are proud to serve the communities of Altoona, Lewisburg, and State College, Pennsylvania, and the surrounding areas. Our offices in State College and Lewisburg are conveniently located for your convenience.

At Financial Abundance, we are passionate about giving back to our community. We believe that financial education should be accessible to everyone, regardless of background or socioeconomic status. That's why we offer free resources, including videos, podcasts, and blog posts, designed to educate and empower individuals on various financial topics.

Whether you're looking to plan for retirement, invest wisely, or simply achieve peace of mind, we are here to help. Our team is dedicated to providing personalized attention and expert guidance to ensure that your financial goals are met.

The Fiduciary Difference

As a fiduciary, we are legally obligated to act in the best interests of our clients. This means that we prioritize your needs above all else, ensuring that every decision we make is tailored to your unique financial situation and goals.

Giving Back

We believe that financial education is a cornerstone of a healthy economy. That's why we actively engage in community outreach and education initiatives. We strive to make a positive impact in our community by providing free resources and educational events.

Investor Coaching

Our investor coaching services are designed to help you make informed decisions about your investments. We offer personalized coaching sessions, quizzes, and educational materials to ensure that you have all the information you need to achieve your financial objectives.

Common Sense Videos

Our Common Sense Video series offers a unique perspective on the financial industry. Hosted by Paul Nichols, these videos provide insightful commentary and research on various financial topics, empowering viewers with the knowledge they need to make informed decisions.

Clarity Coaching Tips

In our Clarity Coaching Tips section, we share practical advice and strategies for achieving financial peace of mind. From mortgage acceleration plans to investment strategies, our tips are designed to help you navigate the complexities of financial planning.

It's Your Money Podcast

The "It's Your Money" podcast pulls back the curtain on the financial services industry, exposing the truth about money and investing. Listen to our staff as we discuss topics ranging from market updates to common financial myths.