01. About Us

Abboud Financial Planning offers personalized financial advice, focusing on your unique needs. We prioritize trust, transparency, and respect in our client relationships, creating a tailored plan based on your values, not ours.  We may not be your first financial advisor, but our goal is to be your last.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services


Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Meet Your Advisor

Tom Abboud

Founder & President

Tom is the face of Abboud Financial Planning. He has been in the financial advisory business for 18 years, building upon his experience and working hard to put his clients' best interests first. He has received many awards, training, and certifications, including:

  • Registered Investment Advisor
  • Five Star Wealth Management Award
  • Million Dollar Roundtable
  • Certified In Personal Financial Planning
  • B.S. Global Business Management
Tom Abboud | Founder & President | Abboud Financial Planning

We offer comprehensive financial guidance to ensure your individual financial plan reflects your unique needs.

Contact Us


Thomas Abboud |
The rollercoaster of investor psychology can take over and push markets in directions that don’t always jibe with the underlying financial and economic fundamentals. A lot is going on, so let's discuss.