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Expand what's possible with your 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

We don’t just care about investments. We care about our planet. We care about our community. We care about you.

Life is too short to be stressed about finances. Start using your money to live a life aligned with your values.

Book your introductory session now.

From the Blog

SOCAP19 – What is Your Financial Archetype?

Abacus CEO, Brent Kessel, speaks at SOCAP19 about the value of understanding your financial archetypes.
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Meet Our Team
Zivia Beniflah

Zivia Beniflah

Client Service Associate

The reason I got into this profession As a wife and a mother of five children, my primary role for many years was that of nurturer, caretaker, mom. A few years ago I reached the point in my life where…

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