Eric Simonson

Eric Simonson

he/him/his

CFP®CRPC®CLTC®
Fee Structure
Monthly
$189/mo

About Me

Hi! Thanks for finding me 👋!

My name is Eric Simonson and I'm the founder & CEO of Abundo Wealth. After spending over a decade as a financial advisor at a Fortune 500 company, I realized a significant gap in the availability of financial advice. Many individuals were unable to access traditional advisory services due to high minimum investment requirements, leaving them without the help they critically needed. Driven by a passion to make financial guidance more inclusive, I left my corporate role to found Abundo Wealth, a firm built on a groundbreaking advice-only model.

Abundo is committed to offering honest, unbiased advice that benefits the client and focuses on reducing conflicts of interest. Our business and team has grown exponentially and we have the privilege of working with thousands of people to help them achieve their financial goals.

We pride ourselves on building long-lasting relationships with our clients, guiding them through life's financial journeys with empathy and expertise.

To learn more about our team, how we work, and to get started, visit our website.

Areas of Specialization

Pre-Retirement Planning
Early Career Planning
Debt & Credit
Home Purchase
College Savings

Ideal Clients

Young Professionals
Pre-Retirees
Travelers
Families with Children
FIRE

Contact Information

Houston, TX
Meets Virtually
Meets In-Person
Accepting New Clients