Eric Simonson (CFP, CRPC®)

Eric Simonson focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Millennials
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

We like to say, anything that relates to your ability to save, earn, or spend money matters to us.  We are extremely comprehensive in our advice, advising you on everything from how to negotiate a raise at your next annual review to finding creative ways to minimize your tax bill.  Because of the unique way we are paid, not on assets but directly from you on a monthly basis, we are free to go with our advice whereever it benefits you the most!

Additional Information

Hi! I'm Eric Simonson, and I'm the Owner of Abundo Wealth. We do things very differently here at Abundo. Our motto is minimize fees, maximize life. We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. 

We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively. 

We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice.

If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

NAPFA Start Date

August 27, 2019

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This Office

_____ Minneapolis, MN 55413 Phone: (612) 502-5806