SmartVestor Pro - Rob Lord and his team
Welcome to Abundance Financial Group, your dependable partner on the journey to financial success. We are dedicated to providing personalized financial guidance and solutions that help you achieve your goals and secure your future.
Meet Our Team
Rob Lord
Rob Lord is a seasoned financial advisor with a wealth of experience in crafting tailored financial strategies. Known for his deep understanding of investment principles and his commitment to client success, Rob’s goal is to empower you with the knowledge and tools you need to make informed decisions. His hands-on approach and genuine dedication ensure that each client receives the highest level of personalized service.
Justin Petty
Justin Petty brings a strategic mindset and a passion for helping clients navigate their financial journeys. With a focus on comprehensive planning and risk management, Justin works closely with you to develop a clear financial roadmap. His analytical skills and proactive approach make him an invaluable resource in achieving your financial aspirations.
Chris Lewis
Chris Lewis is recognized for his expertise in wealth management and retirement planning. His client-centric approach and ability to simplify complex financial concepts help you understand and manage your investments with confidence. Chris’s commitment to long-term relationships and client success defines his role as a dependable advisor.
Katrina McDowell
Katrina McDowell is the heart of our office, ensuring that everything runs smoothly and efficiently. Her professionalism and organizational skills are vital in delivering exceptional service to our clients. From scheduling appointments to addressing your questions, Katrina is here to support you every step of the way.
Our Mission
At Abundance Financial Group, our mission is to provide exceptional financial advice and build lasting relationships.. We work with a high standard of excellence, working diligently to help you navigate the complexities of financial planning and investment. Our team is committed to understanding your unique needs and delivering solutions that align with your goals.
Thank you for considering Abundance Financial Group. We look forward to partnering with you on your path to financial abundance and security.
Products and Services. Aligned with your priorities.
Banking. Insurance. Investments. There are many financial products and services to consider. We understand how crucial it is to choose those that address what matters most to you. So, as we work with you, we ask about your needs. Your dreams. Your values. Then we offer solutions that will provide clarity about where you're at — and confidence about where you're headed.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
