How we help

At Abacus, we have enduring relationships with clients in 35 states but are truly independent of every Wall Street firm, allowing us to recommend best-in-class strategies and exclusive products for each client’s unique life circumstance. Our experienced and highly-trained financial advisors help you manage your money with the aim of achieving what matters most to you. We use cutting-edge financial tools and time-tested financial strategies to create an individually tailored plan for each client. While we have strategic partnerships with some of the largest financial institutions in the world to steward our clients’ money, we are an independent wealth management firm, freeing us to make recommendations without regard to compensation or biased research.

We have two services, depending on the complexity of your financial situation:

Investment Management

Investment Management as a Fee-Only™, independent Registered Investment Advisory firm, Abacus has the flexibility and fiduciary obligation to manage client portfolios based on historical evidence rather than Wall Street hype. To find out how our disciplined investment strategy can help you reach your goals and give you more peace of mind, learn more or tell us a bit more about you. Learn More>>

Wealth Management

Wealth Management is our comprehensive offering for those with $1 million to $50 million in wealth. For most clients, this includes goal-setting and determining how much is enough under various future scenarios for your life as well as the world economic situation. For Wealth Management clients, we also bring our retirement, tax, insurance, estate, and philanthropic planning expertise to bear. If you’d like to learn more, you can call us at (888) 422-2287 or tell us more about yourself and we’ll have the appropriate Abacus team member contact you. Learn More>>