Abiding Wealth Advisors

Our Mission

At Abiding Wealth Advisors, we believe that true wealth is not just about accumulating wealth, but about making a positive impact on others. We are dedicated to helping our clients achieve their financial goals and create a lasting legacy for themselves and their loved ones.

Our History

Our team of experienced professionals has been providing expert financial guidance for years. We specialize in wealth management, financial planning, and business planning, and are dedicated to helping our clients achieve their financial goals and create a lasting legacy.

Our Services

We offer a wide range of services to our clients, including:

• Wealth Management: We help our clients manage their investments and achieve their financial goals through a comprehensive investment strategy.
• Financial Planning: We work with our clients to create a personalized financial plan that meets their unique needs and goals.
• Business Planning: We help business owners create a plan for their business that aligns with their financial goals.

Our Approach

At Abiding Wealth Advisors, we take a holistic approach to financial planning. We believe that true wealth is not just about accumulating wealth, but about making a positive impact on others. We help our clients create a comprehensive financial plan that aligns with their values and goals.

Our Team

Our team of experienced professionals has extensive knowledge in the financial industry. Our team includes:

• Shane Snively, RFC, MBA: Shane is a certified financial planner with extensive experience in wealth management and financial planning.
• Jared Audette: Jared is a certified public accountant with extensive experience in business planning and financial planning.
• Randy Newton, CPA, CVA: Randy is a certified public accountant with extensive experience in business planning and financial planning.
• J Paul White, CFP, CFS: Paul is a certified financial planner with extensive experience in financial planning and wealth management.

Our Commitment

At Abiding Wealth Advisors, we are committed to providing our clients with exceptional service and guidance. We are dedicated to helping our clients achieve their financial goals and create a lasting legacy.

Our Locations

We have offices located in Charlotte and Valencia, California.