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

Alan Ungar
Alan Ungar
Alan UngarFinancial Advisor
    The reason I got into this profession: My favorite mantra is "Every problem is an opportunity" and I've lived it. My wife and I manufactured and sold women's accessories and garments for 15 years. Read more »

    From the Blog

    the journey
    the journey
    Oh, The Places You’ll Go! Financial Advice for Recent Grads
    "You're on your own, and you know what you know." I have three sons. And I wonder: What do they know and do they realize what matters most about their financial lives? Do they know what a credit score is and the impact it can have on their job prospects, ability to rent an apartment, and likelihood of getting a car or home loan? Read more »
    piggy-bank
    piggy-bank
    The Pre-Retiree Portfolio Tune-Up
    Baby boomers need to think now about how they'll respond to a market decline. Read more »