We're proud to announce that Abacus has been named by AdvisoryHQ as one of the Top 8 Best Financial Advisors in Philadelphia for 2018.
We're happy to announce that Abacus's member profile was featured in Sustainable Business Network's May newsletter.
Two leading champions of financial planning for the next generation team up to save people from their money mistakes.
At a White House roundtable on impact investing today, Abacus Wealth Partners announced that its clients will commit at least $126 million to impact investments over the next two years.
This course teaches how to replace unprofitable thinking patterns and habits in order to experience financial ease regardless of their financial situation.
Financial planning firms join forces to expand what's possible with money.
Financial advisors are numbers people. That's especially true at Abacus, where we take an analytical approach to each client's financial situation, looking at it from all possible angles and evaluating different scenarios.
Abacus was recently featured in a front-page story in The Wall Street Journal. The article, "Investing the Downward Dog Way? Adviser Suggests Deep Breaths," profiled how Abacus incorporates several principles from yoga and mindfulness, including our focus on managing one's emotions around financial decisions and utilizing a disciplined rebalancing system for investing.
You can imagine how thrilled I was to see Brent Kessel, our co-founder, featured in Fast Company's "The 5 Most Generous on Wall Street." In the summer of 2005, I was sitting by a lake reading an issue of the Shambhala Sun.
We are pleased to report that Abacus was mentioned in a New York Times article about how technology now allows financial advisors, like Abacus, to deliver sophisticated investment and tax management services to a greater breadth of people.