Abunda Financial is an independent financial services firm. We offer investment management services and personal financial advisory services under a fee-only retainer arrangement. Abunda Financial provides professional investment management services through separately managed accounts to individuals, retirement plans, profit sharing accounts, and non-profit entities (endowments and foundations) valued at $500,000 or more. We also offer personal financial advisory services to meet the needs of high net worth clients.
services
Prospective clients are invited to contact us to arrange a confidential, complimentary consultation.
