Abundance Wealth Advisors

Abundance Wealth Advisors is a wealth management firm in Washougal, Washington, serving individuals and families who seek to align their financial planning with personal values and life purpose. The firm offers comprehensive financial planning, investment advisory, insurance protection, retirement planning, tax planning, estate planning, and college funding strategies. Clients are guided through a seven-step financial planning process that emphasizes understanding non-financial goals and building lifelong relationships beyond transactional interactions. The firm operates as a fiduciary, prioritizing client interests above all else.

Abundance Wealth Advisors is affiliated with Osaic Wealth, Inc., one of the largest networks of independent wealth management firms in the United States, which provides access to advanced technology platforms and extensive investment options. The firm’s team includes Scott Berry, a CERTIFIED FINANCIAL PLANNER™ practitioner with nearly ten years of experience, specializing in retirement, investment, tax, and insurance planning. His professional background includes advising public employees in Oregon and Washington on pension matters, and he is committed to the role of philanthropy in financial life.

The firm is located at 222 NE Everett St in Washougal, WA.

Abundance Wealth Advisors is known for its client-centered approach, emphasizing purpose, values, and long-term relationships in financial planning. The firm’s focus on meaningful financial fulfillment and its fiduciary commitment distinguish it within the wealth management sector in the region.

In Washougal, Abundance Wealth Advisors stands out by helping clients make meaning with their money through personalized, values-driven financial strategies.