Welcome!
We're happy you are here.
Robasciotti & Philipson is excited to announce the merger with Abacus Wealth Partners.
Our hope for this merger is to meaningfully connect your money with what matters most and ensure you have a long-term home to experience a sense of enough in the here and now, not just in the future.
CARING ADVISORS
An Abacus Advisor is eager to get to know you. Your personal advisor will honor your unique financial goals and help you achieve peace of mind around money.
VALUES-ALIGNED INVESTMENTS
For your investments, Abacus will continue to help align your money with your values. Our mindful portfolios contain investments dedicated to championing social justice.
DIVERSITY AS PRIORITY
At Abacus, we welcome and celebrate diversity with pride. As clients with diverse needs, you are invited to come as your whole self to our community of advisors who support you and your unique perspectives.
EDUCATIONAL CONTENT
Providing you with webinars, quarterly investment updates, and blog articles allows us to deliver additional and relevant information with a human connection. You’ll even have your own Abacus Planning Portal, a place to see all your financial information in one convenient place.
We genuinely look forward to getting to know you today and partnering with you in the years ahead. Welcome to Abacus!
Rachel Robasciotti
Founder, Robasciotti & Philipson
Maya Philipson
Founder, Robasciotti & Philipson
Brent Kessel
Co-Founder, Abacus
Astrid
Chief Feline Officer
