There exists a generosity of spirit among our staff, with clients and within our communities.

Our advisors use their planning skills to assist clients with tax-intelligent philanthropic strategy.

We are a cooperative community acting as one team, showing respect for each other and clients .

We act with the utmost integrity in our client relationships, including always putting the clients' interest first and doing what we say we will do.

We respect the value of all life, and as such, will not knowingly invest in assets that cause suffering or environmental degradation.

We will make every attempt to minimize our firm's environmental impact by utilizing recycling, telecommuting, and electronic communication wherever practical.

Our firm selects new clients who are actively engaged in improving themselves and the world through their work, philanthropy, relationships, and personal growth endeavors.

Our staff is committed to their own personal growth and to taking actions that contribute to the world's physical sustainability and spiritual progress.

Our advice extends to the non-financial goals that will contribute the most to our clients' fulfillment and well-being.

Our profit-sharing compensation structures ensure that all members of the firm are financially committed to our clients' and the firms' success and are being good stewards of their own financial resources.We are focused on annual profitability to ensure the firm's longevity.

Regularly named by Worth magazine as one of the country’s top 100 wealth advisors, Spencer Sherman is the CEO and co-founder of Abacus Wealth Partners.   He is the creator of the Rainbow Portfolio™, a highly-diversified and sustainable wealth-building strategy that has beaten the S&P 500 over the long-term.

Spencer is the author of the bestselling book, The Cure for Money Madness (Random House, 2009).  He is widely quoted in the press including The New York Times, Wall Street Journal, and the Los Angeles Times and has appeared as an expert on CNN, CNBC, Fox Business News, NPR, and Oprah Radio.  His exceptional investment returns and unique approach to finances have made him a sought-after speaker for national conferences, MBA alumni clubs, and professional associations.

He received his bachelor's degree in economics from Brandeis University (Phi Beta Kappa), was awarded an M.B.A. in Finance from the Wharton School at the University of Pennsylvania in 1987, and the CFP® designation in 1990.  He has over 20 years of experience as a certified financial planner and wealth advisor helping business owners, corporate executives, professionals, and inheritors make the most of their financial assets. Spencer is a member of the National Association of Personal Financial Advisors and the Social Venture Network.

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Brent Kessel is both the C.E.O. of Abacus Portfolios and President and co-founder of Abacus Wealth Partners, named one of the "top 250 wealth management firms in the U.S." by Bloomberg Wealth Manager. He is the author of It's Not About The Money ( Harper Collins '08 ). A cutting-edge firm, Abacus focuses on the inner dimensions of money as a critical component of the financial planning process and is widely acknowledged within the wealth management industry as a national leader in this niche.

As a financial planner, Kessel has counseled multi-millionaires as well as people of more modest means. He knows firsthand people's suffering in financial matters, and has been instrumental in offering real relief, whether by helping single moms to put their kids through college or inspiring the super-affluent to create a more balanced and fulfilling relationship to their wealth.

Kessel, who has a degree in economics with a minor in psychology from UCLA, has been a financial planner by day and a yogi by dawn for the past fifteen years. Since 1989, he has dedicated himself to yoga, and has progressed through the fourth series of Ashtanga under the guidance of his teachers, Chuck Miller and Pattabhi Jois. Kessel has also studied meditation with many of the world's most revered meditation teachers, including Thich Naht Hanh, the Dalai Lama, Eckhart Tolle, Jon Kabat-Zinn, and Adyashanti, among others.

A leader in his field, Kessel uniquely bridges the disparate worlds of finance and spirituality. In 1998, he began combining the financial and spiritual perspectives in a more public way. After being trained by two veteran financial planners to lead their workshops on the inner dimensions of money, he created his own, The Yoga of Money. He has since led popular workshops on money and personal growth around the country and given trainings for dozens of financial advisors and speeches at major financial conferences to rave reviews. Dubbed a "Financial Soul Searcher" by Research magazine, Kessel has been widely quoted in the national publications such as Business Week, The Wall Street Journal, Newsweek, Kiplinger's Personal Finance, CBS Marketwatch, Dow Jones, The Los Angeles Times, The Chicago Sun Tribune, Bloomberg Wealth Manager, The Journal of Financial Planning, Investment News, Ticker and Financial Planner. His work on spirituality and money has also been featured in Yoga Journal and Newsweek, and he has been profiled in the books Silver Spoon Kids and The Inheritor's Handbook. Kessel has been named one of the top 250 financial advisors in the U.S. by Worth magazine.

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Jason provides comprehensive wealth management services to a diverse clientele including but not limited to physicians, business owners, executives, athletes, and coaches. With both an investment and accounting background, Jason advises his clients on complex income, estate and charitable tax planning techniques while also specializing in expanding the firm's exposure to both private equity and privately-held real estate.  He advises many clients on how to establish their own non-profits.

Jason received his Bachelor of Science in Accounting from The Pennsylvania State University, his M.B.A. in Finance from Temple University Fox School of Business and Management and he holds the CFP® designation. Jason is a member of the Philadelphia Estate Planning Council, the Financial Planners Association and has been approved as an NFLPA Registered Player Financial Advisor. He is a Board Member of both Jewish Federation Early Learning Services and The Adam Taliaferro Foundation, where he serves as both Vice President and Penn State Alumni Committee chair.  He is a senior member of  The Jewish Federation Real Estate Group, committed to providing solutions to the Philadelphia Jewish community's top issues through philanthropic investments in Jewish day school education, hunger, poverty and the Jewish elderly. He is also a member of the Jewish Federation's National Cabinet.

He is frequently quoted in the national print media. He was named to the 2009 Philadelphia Business Journal’s “40 under 40.”

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Gregory brings his legal background and decades of insurance, estate planning and pension consulting to provide wealth management advice to individuals, business owners, foundations and pension plan clients. Working together with accountants, estate planners, attorneys, and insurance agents, Greg's aim is to help clients achieve their personal, professional, and financial goals.

As a trained attorney, Greg has significant expertise in pension plan selection and design and estate planning strategies. He received both his B.A. and M.A. from the University of Notre Dame (1973, 1974) and his Juris Doctor from Cleveland-Marshall College of Law in 1977. Greg is a member of many civic and philanthropic organizations in Philadelphia and New Jersey, including The Bethesda Project and Gilda's Club of South Jersey, and is also an active member and has conducted financial seminars for the Philadelphia Chapter of The Recording Academy and the MusiCares Foundation.

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Tom O'Connor is wealth advisor for Abacus Wealth Partners, LLC. He advises clients with respect to financial and investment issues, helping clients use money to craft rich and meaningful lives for themselves and their loved ones. Tom also helps set direction for the firm's financial planning and investment advisory services.

Tom is a Certified Financial Planner (advising individuals on their overall financial situation), and a Chartered Financial Analyst (analyzing investments and building appropriate portfolios for clients). Tom earned an MBA from the University of Chicago with a dual concentration in Finance and Statistics, and earned a Bachelor of Science degree in Computer Science from Purdue University.

Tom has over 20 years of experience helping individuals bring their financial resources into better alignment with their heartfelt goals. He has worked with a number of advisory firms, including his role as Partner with a national firm since acquired by Goldman Sachs. He has appeared on KUCI radio, on KOCE television, and in other media.

Tom is a member of the Financial Planning Association, the CFA Institute, and the Orange County Society of Investment Managers. He participates in The Nazrudin Project, a national think tank addressing the emotional side of money issues.

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Pat helps clients gain "financial confidence" by seeing how money is here to support and serve them. Pat's advice and insight have been featured in the San Francisco Chronicle, the Oakland Tribune, and www.money.com, among others.

In addition to designing individualized financial plans and managing portfolios, Pat leads unique classes in behavioral finance for her clients and others. She teaches participants how to avoid falling into mental traps that lead to financial loss.

Pat is a member of the National Association of Personal Financial Advisors (NAPFA), which is the governing association for fee-only financial planners, as well as the Financial Planning Association. A Certified Financial Planner practitioner, Pat earned her MBA in Finance from California State University, Hayward.

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Barrett Porter is a financial advisor at Abacus with 10 years’ experience in financial services. Joining Abacus in 2006, he provides caring financial planning and strengthens investment portfolios. Barrett welcomes the challenges of these tough economic times.

Entering the industry in 2000 as a registered principal and business development specialist, Barrett recruited and trained financial advisors committed to a greater independence in their practices. He practices on a fee-only basis, earning his CFP ® designation in 2005.

Barrett’s articles appear in several trade publications, and he contributes a monthly blog to the financial vitamin website. He has led numerous workshops guiding investors to lower their costs and improve their returns, as well as how to integrate social and environmental concerns without harming overall performance.

Barrett is an active athlete and voracious reader. Since 2006, he has volunteered for The Trevor Project, a philanthropic organization established to promote acceptance and reduce suicide among LBGTQ teenagers.

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Barbara Wolf is a financial advisor at Abacus with twenty years of experience in the financial services industry. Barbara enjoys helping individuals, small businesses and non-profits adopt a disciplined investment strategy that will help them achieve their goals.

Barbara spent ten years in corporate finance primarily at Citigroup and another ten years managing a medical business prior to entering the fee-only world of investment management. She has been providing investment management services since 2000. Barbara is a graduate of Smith College with a dual major in Government and Economics and an MBA from the Stern School of New York University with a concentration in Finance.

Barbara is a member of the Philadelphia Estate Planning Council and the Sustainable Business Network of Philadelphia.

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