Lifelong Financial Guidance
Years of experience have prepared us to guide you through your life transitions.
A Value-Based Investment Firm
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Values
We show up for our clients the way a trusted friend would — honestly, warmly, and fully invested in seeing them thrive. We take the time to really know you, because abundance looks different for everyone. For some it's retiring early. For others it's giving back, building a legacy, or simply having breathing room. Whatever abundance means to you, we're here to help you reach it — and enjoy the journey along the way. We celebrate your wins, walk with you through the hard seasons, and never lose sight of what we're really building together: a life that truly abounds.
Philosophy
Money is personal. It's tied to your dreams, your family, your future, and the way you want to show up in the world. We've always believed that abundance isn't just a number in an account — it's the freedom to live fully, give generously, and rest easy knowing your future is secure. Financial planning done right should feel less like spreadsheets and more like possibility. At Abound Advisors, we start with who you are and what you love — and build everything else from there. Because a life that abounds in meaning, security, and joy is the whole point.
Abundance
At Abound Advisors, our work is to help abundance become a reality in all aspects of our clients' lives — not just financially, but as whole, fulfilled person.
We believe that a truly abundant life is what life is all about: living on purpose to create the most fulfilling life possible. Investments are just one part of that picture. We walk alongside you in building a life that is full and purposeful.
Our Goal is that every client is richly supplied — in every area of life
abound (v.) — to be richly supplied
Spiritual Life
Purpose, Meaning, and Inner Purpose
A spiritual life is the foundation everything else is built on. When you are grounded in purpose and connected to something greater than yourself, every other area of life comes alive.
Physical Health
Energy, Vitality, and Wellbeing
Your body is the instrument through which you experience everything life has to offer, and taking care of it is one of the most important investments you will ever make. We help you think about your health not as a burden, but as a foundation for the full, free life you are building.
Personal Life-Growth
Joy, and Who You Are Becoming
Abundance always starts on the inside. Your habits, your mindset, your growth-shapes everything around you. We feel this is an essential part to a fulfilling life. We are here to help because a life well-lived is deeply personal.
Key Relationships
Family, Friendships, and Deep Connections
The relationships in your life-with your spouse, your family, friends, your community-are among the greatest sources of richness you will ever know. We help you be intentional about the connections that matter most, so they can truly flourish.
Job (Career, Business)
Work that fulfills, is purposeful and sustaining
You spend a significant portion of our life working. That work should have purpose and meaning to you. Whether you are just starting a career, wanting to change careers, thinking about retirement or are retired- we help you find alignment between what you do and who you are, so that your career becomes a source of abundance, not just a paycheck.
Finances
Freedom, security and generosity
Financial abundance is not just about security- it is about having the resources to live fully and experience everything life has to offer. Money, when built with intention and purpose, becomes one of the most powerful tools for creating the life you truly want. At Abound Advisors, we work with you to build a real, compressive financial plan-one designed to not only protect what you have, but to grow it.
Chris Palmer
Founder and Managing Director
Joan Hsu
Chief Administrative Officer
Amy Ochs
Director of Client Experience
Dana Palmer
Chief Operations Officer