Abacus Wealth Partners, LLC

Abacus Wealth Partners, LLC is a national fee-only™ financial advisory firm with offices in Philadelphia, Los Angeles, and the San Francisco Bay Area. Considered by Worth magazine and Medical Economics to be "One of America's Best Financial Advisors," we strive to expand what is possible with money.

We understand the considerable time and emotional energy spent worrying about truly having enough to achieve your most important goals. Both our innovative financial planning process and evidence-based investment strategy have helped thousands of clients stop worrying about money so they can fully experience life. We do this by:

1. Combining financial analysis with emotionally intelligent insights about where you are and where you want to be.

2. Creating a comprehensive financial roadmap for your future.

3. 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.


Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

101 S Main St Sebastopol, CA 95472-4258 Phone: (707) 829-6190

Primary Office

429 Santa Monica Blvd Ste 500 Santa Monica, CA 90401-3443 Phone: (310) 566-1888 Fax: (310) 566-1899

Other Offices

973 Laurel Street San Carlos, CA 94070 Phone: (650) 243-0987
Call for Appointment Charlotte, NC 28204-2725 Phone: (888) 422-2287
101 S Main St Sebastopol, CA 95472-4258 Phone: (707) 829-6190
1760 Market St Ste 403 Philadelphia, PA 19103-4111 Phone: (215) 656-4280 Fax: (215) 656-4281