.jpg)
Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision.
We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and time, offering a holistic approach to personal development and growth.
Join us on this transformative journey as Abbey and her guests draw from years of experience to guide you in achieving your life goals while staying true to your values… but that’s not all. This podcast will equip you not just to build personal wealth, but also to understand how your prosperity can contribute to the betterment of the world around you. By exploring strategies for giving back and making a positive impact, we'll empower you to create a life of significance and leave a lasting legacy of positive change.
Damonmill Square
9 Pond Lane #1F
Concord, MA 01742
Advisory services provided by NewEdge Advisors, LLC, a registered investment adviser doing business as Abaris Financial Group LLC.
Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Choosing a Financial Advisor: The Must-Haves and Considerations (Ep. 11)
Choosing an advisor who not only understands your financial goals but also resonates with your personal values is extremely important.
In order to achieve that we need to know what qualities a financial advisor should possess in order for us to fully benefit from their services.
This time on the Wealth Beyond Riches Podcast, Abbey Henderson, CFP® , CEO, Wealth Advisor & Coach, dives into the process of selecting a financial advisor that aligns with your personal goals and values. Abbey provides invaluable insights derived from her extensive experience, ensuring you are equipped to make informed decisions for your personal and financial future.
Abbey discusses:
- The importance of choosing a Certified Financial Planner (CFP®) for comprehensive financial advice
- The differentiation between planning-focused and investment-focused advisors and why it matters
- The significance of personal attention in your advisor relationship and how to ensure you're not just another number
- Aligning your financial goals with an advisor who shares your values for a more fulfilling partnership
- Commissions and fees to consider
- And more!
Connect with Abbey Henderson: