Abacus Wealth Partners

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

Why You Need a Financial Plan

January 16, 2020

We believe everyone benefits from a financial plan. Here’s why.

Meet Our Team

Annemarie Happée

Database Administrator

The reason I got into this profession I was raised by a young, single father. When I was three, my father and I moved in with my wealthy grandparents so that he could finish college. As I grew up, I…