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.
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 our story
Our annual charitable grant is being presented to the Jane Goodall Institute.
The reason I got into this profession One evening, when I was 12 or 13, my father said, “Kyle, please come into my office.” His tone was official and I had heard these words before—I was in trouble. I hesitantly walked into my father’s office, shoulders hunched and head down,…