ESF Planning
has merged with Abacus Wealth Partners
Eileen

ESF Financial Planning Group is now a part of Abacus Wealth Partners, a leading national provider of comprehensive financial planning, investment management and wealth management services. As a result of this merger, ESF Financial clients will have access to a broader array of services and benefits, including the Abacus Rainbow Portfolio®, an ultra-diversified, rigorous investment program.

If you’re an ESF Financial client, your relationship with your financial advisor will not change. All of our contact information will also remain the same, and we will continue to work out of our Manhattan Beach office.

To learn more, please contact us.

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

Over two decades ago, our co-founder Spencer Sherman ran into a burning building to save his client files. While we’ve now made it a policy to avoid physical danger, our devotion to our clients is unchanged. Read our story

From the Blog
Over-taxed, Under-valued?

Over-taxed, Under-valued?

Aligning your portfolio with your values doesn't have to come at a cost.
Read more
First Year Homeowners: Watch Out For These Surprises

First Year Homeowners: Watch Out for These Surprises

Having a few surprises when purchasing a home is inevitable but here are a few tips to prepare you for the unexpected.
Read more
Meet Our Team
Annemarie Happée

Annemarie Happée

Project Manager

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 was exposed to all sides of wealth and poverty. While…

Read more