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Abacus Wealth Partners has 4 physical office locations and serves clients in 42 states.

We work in-person and remotely to offer maximum flexibility to our clients and staff, as well as doing our part to leave a lighter carbon footprint with less commuting.

Locations

Phone: (888) 422-2287
Fax: (310) 566-1899

Southern California

Santa Monica

429 Santa Monica Blvd
Suite 500
Santa Monica, CA 90401

Northern California

Sonoma County

101 South Main Street
Sebastopol, CA 95472

San Carlos

973 Laurel Street
San Carlos, CA 94070

EAST COAST

Ardmore, Pennsylvania

40 E. Montgomery Avenue
Ardmore, PA 19003

Interested in Becoming a Client?

General Inquiries

Customer Relationship Summary | Privacy & Disclosures | ADV Firm Brochure Part 2A Part 2B

Abacus Wealth Partners, LLC (‘Abacus’) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is developed from sources believed to be providing accurate information. Abacus’ website and its associated links offer news, commentary, and generalized research. The opinions expressed and material provided are for general information and should not be considered as a recommendation or solicitation of any particular security, strategy or investment product. It is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not a legal or accounting firm. Please consult with your tax and/or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.

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View B Corp Certification Disclosure

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Contact Us

Abacus Wealth Partners has 4 physical office locations and serves clients in 42 states.

Locations

Interested in Becoming a Client?

General Inquiries

How We Help

Get to Know Us

Newsletter Sign Up

Contact Us

Simplify your life with a plan

Contact Us

Abacus Wealth Partners has 4 physical office locations and serves clients in 42 states.

Locations

Interested in Becoming a Client?

General Inquiries

How We Help

Get to Know Us

Newsletter Sign Up

Contact Us

The choice is yours.

Simplify your life with a plan