ABRI | Financial Planner

"My honest experience with Abri and Logan Johnson has been exceptional. As a younger professional, I was looking for a comprehensive financial plan and service that could set me up for success in the long term. Abri and Logan absolutely delivered this and more. I really appreciated their approach to financial advice that started as conversations about my life goals and what I wanted retirement to look like. These considerations were then incorporated into a personal plan for me that we can continue to adjust as my life and finances change. Throughout the process, Logan was very personable and I feel I could trust him as well as Abri with my finances. Another unexpected aspect of the financial planning experience was the educational part. I understood the basics of retirement planning from needing to select benefits from work, but there was a lot of questions and areas I was lacking. Abri not only created the financial plan, but walked through every part so that I understood the concepts and reasoning behind each decision. For this reason, I would highly recommend Abri to really anyone looking for financial advice or planning. Thanks!"

"To be honest when Zack first approached us to offer us financial advice/services, we didn't feel we had a need for it at the moment and thought we would just hear him out and politely decline. However, we are now 7+ years in and I can't think of financial planning without Abri! Zack and the team are very approachable and surprisingly responsive(I usually get answers to even the smallest of questions in 1-2 business hrs). I really appreciate how well they explain our options to us so we understand and are comfortable with what we are doing with our finances. They have a knack for making complicated financial processes simple enough for average joes to understand so that each client can make educated decisions with their money. The thing we were most impressed with was how much time Zack took to get to know us, our family, and our goals for the future so that he could best advise us. I can tell his advice is not "one size fits all" aimed at mostly acquiring wealth (though he certainly helps with that) but instead is tailored specifically towards both our short term and long term goals. In conclusion, we have not regretted this decision we made 7 years ago. I feel like we have learned so much and taking advantage of so many opportunities we wouldn't have even known about had we not had Zack and Abri to advise us. Through all the stressors we've had through the pandemic and life changes, the financial peace of mind was a welcome constant. We confidently recommend Abri to all of our friends and relatives, and most certainly recommend it to anyone reading this review"

"My husband and I have been meeting with Nate Wallace at Abri. We've learned so much about managing our finances and planning for our future. Nate is very kind and understanding and does a great job explaining his reasoning behind suggestions on what we should change. I am so grateful we found ABRI!"

"Joining Abri has been a life changing decision for my wife and I. Nate has brought us so much clarity when it comes to our financial situation. He has been incredibly patient with us as we make decisions that will impact us for years to come, and we are all the more confident in our decisions thanks to their guidance. We recommend everyone jump on board to accomplish all your goals!"

"I found ABRI through a trusted friend after experiencing a death in the family at a young age. The ABRI team has gotten to know me on a personal level from my experiences with money as a child to my dog's name lol! As someone with little financial education, ABRI spent our first calls going over finance 101 and clearly laying out my options. They also took into consideration the emotional pieces of my transition and my comfort level with money when discussing next steps. I hear horror stories of people feeling pressured to make decisions with their financial advisors and I felt quite the opposite. I always feel armed with the knowledge to make decisions and the trust to receive the best advice! Based on my experience, I'd recommend ABRI to anyone needing help with their financial goals, budgeting, investing, estate planning, and transitional times like wedding planning, college preparation, house buying goals etc."