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

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

From the Blog
A Stand For Everyone

A Stand for Everyone

Diversity plays an essential role in successful innovation.
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Impact Profile: Solera Health

When the National Diabetes Prevention Program (DPP) became covered under the Affordable Care Act, it brought DPP to millions of…

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Meet Our Team
Laura Morganelli

Laura Morganelli

Financial Advisor

The reason I got into this profession: When I was a senior in college, I was required to participate in a Free Tax Program. In my mind, I already knew I did not see myself pursuing a career in anything tax related and was not looking forward to a semester…

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