Financial planning firms join forces to expand what’s possible with money.
SANTA MONICA, CALIF.—May 8, 2014—Critical Capital Management, a fee-only financial planning firm based in Calabasas, Calif., has merged with Abacus Wealth Partners, a leading national provider of comprehensive financial planning, investment management and wealth management services.
According to Alan Ungar, founder of Critical Capital Management, joining forces was a logical step for the companies. “This merger feels natural for us,” he said. “It’s important to me that our firms have the same vision and philosophy about investing and financial planning. I also really like the Abacus team, which was even more important.”
“Abacus Wealth Partners and Critical Capital Management share the same commitment to expanding what’s possible with money,” said J.D. Bruce, President of Abacus Wealth Partners. “Alan tried to create a succession plan for himself several times in the past and I’m glad that he chose Abacus to help him get it right. I’m looking forward to all that he’ll bring to the team, such as his stock options expertise and experience mentoring some of my young advisors.”
About Critical Capital Management
Critical Capital Management was founded in 1979 by Alan Ungar, CFP®. Alan has more than 35 years of experience in the financial planning industry and is the author of Financial Self Confidence for the Suddenly Single: A Woman’s Guide and co–author of Your Employee Stock Options: A User’s Guide.
About Abacus Wealth Partners
Abacus Wealth Partners is an independent, Fee-Only™ Registered Investment Advisor headquartered in Santa Monica, Calif., and with offices across the United States. For the past 25 years, the financial advisors of Abacus have used their financial planning and investment management expertise to help clients achieve their most important personal, family and professional goals.
429 Santa Monica Blvd., Suite 500
Santa Monica, CA 90401