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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

Charlotte, North Carolina

[Virtual Office]
101 North Tryon Street
Suite 600
Charlotte, NC 28246

General Inquiries

Privacy & Disclosures | ADV Firm Disclosures | Customer Relationship Summary

Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Abacus Wealth Partner’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. 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. Be sure to consult with a tax professional before implementing any investment strategy.

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

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

General Inquiries

How We Help

Get to Know Us

Newsletter Sign Up

Contact Us

The choice is yours.

Simplify your life with a plan