Bobby Abendroth

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Bobby’s philosophy is that the most effective way to serve people is to understand their unique situation, their values, and how these two elements shape the goals and concerns that they carry. He is devoted to helping individuals and families navigate vital issues related to business, estate, and retirement planning, as well as investment management. Our lives are directly impacted by our finances, and enabling people to follow the financial path of their choosing motivates Bobby’s work.

Involved in financial services since 2007, Bobby leverages his past experience in risk management, client services, accounting and analyzing investment team controls for Fortune 500 investment companies to focus on individuals and families in a financial advisor capacity now. With a desire to perform client-facing work, focused on engaging with individuals and families, Bobby followed his passion to assist others on their financial journeys. He is keenly focused on providing exceptional personalized financial advice with superior ethics and integrity. Bobby is committed to guiding his clients throughout the different stages of life while providing a trusting relationship built on transparency and with a focus on education.

Bobby is a graduate of Colby College with a Bachelor of Arts (B.A.). Additionally, he holds a Masters in Accounting (MSA) from the McCallum Graduate School of Business at Bentley University and completed his Chartered Financial Consultant (ChFC®) from the The American College of Financial Services. He and his wife, Christie, live with their son, Odin, in South Natick. Christie works on the human resources team for Year Up, a non-profit that enables young adults from low-income backgrounds to transition into successful careers with major corporations. Odin is an aspiring daycare student who loves to keep his parents busy. Their family enjoys spending time outdoors, including vacationing on Long Lake and on Orr’s Island in Maine. When not outdoors, Bobby is often found in the kitchen since he has a passion for cooking and creating new dishes based on whatever fresh ingredients are available to him in the moment.

Bobby has always been passionate about working with children, and minored in human development at Colby College. From coaching youth soccer teams to serving as a Big Buddy counselor at bereavement camps in the Massachusetts area, Bobby has consistently found a way to serve his community in this manner. A few times a month, Bobby can be found volunteering in the Pediatric Hematology and Oncology department at MGH in Boston. Most of his time in this unit is spent interacting with children who are facing serious blood disorders or an oncology diagnosis. Interactions with the patients one-on-one can range from joking around, building Lego forts, reading a book or even challenging them to a competitive board game. He also supports the medical staff with administrative tasks to help keep the unit running smoothly in whatever way that he can.

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