Barbara Wolf (CFP®, MBA)

Barbara Wolf focuses in the
following client markets or areas of practice:

Baby Boomers

Charitable Giving

High Net Worth Client Needs

Medical Professionals

Retirement Plan Investment Advice

Women's Financial Planning Issues

Planning Specialties

Barbara Wolf’s Specialties Include:

Working with financially-focused women
Partnering with high net worth individuals and their financial team
Impact focused financial planning and investing
Tax advantaged giving

Barbara Wolf works with a client's whole financial picture, building a comprehensive financial plan and investment strategy that supports their financial goals and values, giving them confidence to spend and give sustainably. For Barbara, one of the most rewarding parts of being a Financial Advisor is empowering women to make educated decisions about their finances. She is passionate about helping clients feel organized, confident, and at ease with their finances, and enjoys partnering with them to create positive impact with their money – all while achieving their personal financial goals. In addition to her specializations, Barbara is an expert in retirement planning, estate planning, impact investing, and working with medical professionals and foundations.

Additional Information

Barbara Wolf is a Certified Financial Advisor® and Partner at Abacus Wealth Partners, a fee-only fiduciary financial advisory and investment management firm. With over 40 years of experience in the finance industry, Barbara has devoted her career to helping clients experience financial freedom through values-aligned investing and comprehensive financial planning. Based in Ardmore, Pennsylvania, Barbara is an active community member and mentor.

Outside of work, Barbara is a member of Impact 100 Philly, a women’s collective giving circle focused on smaller nonprofits in the Philadelphia metro area. In addition to her contributions, she serves on the Financial Review Panel, evaluating finances of non-profits who submit grant applications.

Learn more about Barbara Wolf by reading her bio here.