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

Jason Cole
Jason Cole
Jason Cole Financial Advisor
    The reason I got into this profession: I took my late grandpa Jesse's advice by majoring in accounting at Penn State. He said, "You will always be able to get a job with that degree as accounting will teach you the fundamentals of running a business." Read more »

    From the Blog

    Laura, Nancy and Me: Living Simply and Doing the Right Thing
    Revisiting the favorite books of childhood reveals lessons for the present. Read more »
    age gap
    age gap
    Mind the (Age) Gap
    Intergenerational couples should discuss potential challenges early on in the relationship. Read more »