Succession Planning Program

Secure the value of your business with proven client service systems and comprehensive support.

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Welcome to Abound Financial

We are a Sacramento Valley based firm with offices in Granite Bay and Chico focused on retirement income, tax, and wealth management strategies. We are led by CEO David Laut, who was ranked among Forbes’ Best-in-State wealth advisors and listed #1 Independent Wealth Advisor in the Sacramento Metro Region.

Mission Statement

Our mission is to give people the confidence to live life abundantly. It is our sincere conviction that God has commissioned us to help others steward their finances and shine the light of Jesus into their lives. We strive for excellence, integrity, and innovation as we help our clients steward their money.

What You’ll Have with Abound Financial

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An expert onboarding team, tailored training, and continuous coaching for smooth acquisition integration

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Cutting-edge CRM systems for meticulous client activity tracking, enhancing organization and efficiency

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A highly skilled team: 4 Certified Financial Planners™ and 5 dedicated support staff, ready to serve

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Optimized, client-centric review meeting processes, ensuring productive and valuable interactions

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Centralized portfolio management strategies, delivering consistent and dependable client outcomes

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Led by top 1% LPL advisor, David Laut with a proven record of successful mergers and acquisitions

The Abound Way

By doing things “the Abound way” you can offer your clients peace of mind knowing we’ll always have straight forward advice so they can make informed decisions about their finances. Plus succession planning gives them assurance that their advice will remain continuous.

Meet The Team

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David Laut

CEO, Certified Financial Planner™

Mark Barrett

Certified Financial Planner™

Mark Burns

Certified Financial Planner™

DHicks

David Hicks

Certified Financial Planner™

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Lisa Matenaer

Chief of Staff

Gail Engler

Sr. Operations Associate

Sam Smith

Samuel Smith

Operations Associate

Jena

Jena Miller

Executive Assistant & Client Services Manager

Kaylin

Kaylin Valencia

Executive Assistant

Our Services

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Income Tax Planning

With all of the adjustments in how you receive income and tax codes that constantly change, this is brand-new territory for you. We can assist you in navigating these changes and keeping you up to speed on any new tax code modifications.

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Investment Management

We believe that retirement should be a time of relaxation and enjoyment, without any of the stress. That’s why we take on the responsibility of managing your portfolio – to help you relax and enjoy those golden years!

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Estate Planning

Secure your legacy with Abound Financial’s professional estate planning services. Safeguard your assets and ensure a smooth transition for your loved ones.

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Retirement Income Planning

We specialize in creating retirement income plans that are tailored to your needs. We strive to make sure you have enough money to cover your costs, and that you won’t have to worry about running out of money in retirement.

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Assistance to Loved Ones

You may decide you want to assist family and friends in need during your new season of retirement. We applaud your generosity and want to ensure that you are able to do so in the most financially efficient way possible.

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Chaplain

Abound Financial’s chaplain services offer solace and support, providing spiritual guidance and emotional comfort for individuals and communities in need at no cost.

Financial Snapshot

Abound AUM Rollforward

Total AUM Rollforward

Business Demographics

AUM Concentration by Client Age

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DAVID LAUT HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

Chairman’s Club is awarded to less than 4% of the firm’s more than 19,000 financial advisors nationwide.

* The achievement is based on annual production among LPL Advisors only.

Send Us a Message

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