Expanding what's possible
with money

Welcome to Abacus Wealth Partners

We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.

Tell Us About Yourself

I need someone to answer my financial questions

Your dedicated Abacus financial planner can advise you on budgeting, insurance, home ownership, college savings, retirement planning and more. Learn more »

I have sophisticated wealth management needs

Our signature service addresses every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock and business ownership. Learn more »

I prefer to make financial decisions on my own

Our self-study resources can teach you how to make better financial decisions and improve your relationship to money. Learn more »

I need help managing my money

We pay close attention to the things we can control (risk, fees, taxes, environmental impact) so that you can stop worrying about the things you can’t (the economy, inflation, Congress, longevity). Learn more »

The Abacus Story

Over two decades ago, our co-founder Spencer Sherman ran into a burning building to save his client files. While we've now made it a policy to avoid physical danger, our devotion to our clients is unchanged. Read more »

Meet Our Team

Susan Olson
Susan Olson
Susan Olson Financial Advisor
    The reason I got into this profession: Happily, the career path that sprang from those "have not" years provided me with a wealth of opportunities to explore my angst around money. Read more »

    From the Blog

    squirrel
    squirrel
    The Volatile-Income Saver
    Planning strategies for those with fluctuating incomes. Read more »
    reckless
    reckless
    Guiding Financially Reckless Friends
    What can we do to stop our friends from making reckless financial decisions? Read more »