Abacus Wealth Partners
Abacus Wealth Partners is a fee-only™ fiduciary financial advisory and investment management firm with offices on the East and West Coast including Philadelphia, Los Angeles, and the San Francisco Bay Area and advisors across the country.
Our innovative financial planning process and evidence-based investment strategy have helped thousands of clients to stop worrying about their finances and experience financial freedom. We do this by:
- Combining financial analysis with emotionally intelligent insights about where you are and where you want to be.
- Creating a comprehensive financial plan that supports your goals.
- Developing an investment strategy that's aligned with your values and supports your dreams.
- Providing actionable advice that gives you meaning and purpose around your money.
Find ease in your financial life and free up your time and energy for what matters most. Visit our website and learn what to expect when working with Abacus Wealth Partners.
Gain peace of mind and confidence in your financial future. Schedule a call with an Abacus financial advisor today and start your journey to financial freedom.
Our Purpose & Impact
Our mission is to expand what’s possible with money. This includes expanding the social and environmental impact of the money we manage, aligning our clients' values and money, and expanding access for those historically excluded from sound financial advice and economic sufficiency.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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