Brent Kessel (BA, CFP®)

Brent Kessel focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Real Estate Investments

Planning Specialties

  • Ensuring financial security through robust cash flow analysis
  • Helping a family define their mission and harnessing financial assets towards their social and environmental impact goals, all while ensuring financial security and targeting market returns
  • Transitioning a legacy portfolio to higher social impact, higher expected financial return while minimizing taxes
  • Optimizing charitable contribution strategy (working with CPA to make sure giving is done in highest tax bracket years, and when income is high enough to deduct entire contribution; increasing impact of grants)
  • Real estate asset management advice for buildings owned prior to engaging Abacus, as well as portfolio repositioning advice
  • Hedging or diversifying concentrated positions, whether in a family business, inherited stock, or real estate
  • Training the next generation on responsible and impactful uses of wealth

Additional Information

Brent Kessel is the Co-founder and CEO of Abacus Wealth Partners, which provides fee-only, comprehensive financial advice to help individuals and families expand what’s possible with money.

As an impact investment advisor, Brent helps clients define their most important values and desired impact outcomes, and then maps those goals to available investments across all asset classes. Abacus clients provided seed funding for the first sustainable global index funds in the industry, and have invested in over thirty private equity impact funds since 2004.

Brent's book, It's Not About The Money (Harper Collins), was named one of Kiplinger’s Top Five Business Books of the Year. Abacus is a founding B Corp., is carbon-neutral, and donates over 5% of profits to charity each year.

NAPFA Start Date

July 14, 1997

Submit
Submit

This Office

1760 Market St Ste 403 Philadelphia, PA 19103-4111 Phone: (215) 656-4280 Fax: (215) 656-4281

Other Offices

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