Spencer Sherman (MBA)

Spencer Sherman focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Socially Responsible Investments

Planning Specialties

Received bachelor's in Economics from Brandeis University (Phi Beta Kappa) in 1983 and earned an MBA from Wharton in 1987.  Author of The Cure for Money Madness (Random House, 2009).

Additional Information

After earning my MBA from Wharton, I started Sherman Financial in Philadelphia in the 80s and opened a Bay Area office in the 90s.  I met Brent Kessel, who is in LA, in 1999.  He and I merged our businesses and we became Abacus Wealth Partners. 

NAPFA Start Date

October 05, 1995


This Office

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

Other Offices

101 S Main St Sebastopol, CA 95472-4258 Phone: (707) 829-6190
429 Santa Monica Blvd Ste 500 Santa Monica, CA 90401-3443 Phone: (310) 566-1888 Fax: (310) 566-1899