What to Expect

Find ease in your financial life and free up your time and energy for what matters most.

We understand the considerable amount of time and emotional energy spent worrying about investments, spending, taxes, privately-held business and real estate concerns, and whether you truly have enough to achieve your most important goals. Both our innovative financial planning process and evidence-based investment strategy have helped thousands of clients nationwide stop worrying about money so they can fully experience life. We do this by:

  1. Combining financial analysis with emotionally intelligent insights about where you are and where you want to be.
  2. Creating a comprehensive financial roadmap for your future.
  3. Providing actionable advice that gives you meaning and purpose around your money.

How We Help

How We Help

We’re in the business of making financial lives better.


Because we are legally bound by a fiduciary duty, we must place our clients’ interests first. Every time. All the time. As a fee-only, S.E.C. registered investment advisor, we’re compensated solely by our clients.

trust

A healthy, peaceful relationship with money requires balance. If any one behavior becomes too dominant — spending, saving, giving, or investing — the whole system is at risk. Our comprehensive financial planning process helps you determine which behaviors you’re already doing enough or too much of, and in which ones you need more support to reach your goals.

Our investment strategies are based on Nobel Prize-winning research and provide global exposure to large and small stocks, various types of fixed income, investment real estate, and private equity. We have over twenty years of experience delivering social and environmental impact along with competitive investment returns.

Impact

We’ve found the most successful strategies are ones that people can understand and follow for decades, not just a few quarters or years. This requires tuning out much of the news and emotion surrounding finance and following a disciplined, evidence-based investment program. This may be simple, but it’s not always easy. That’s where having a trusted Abacus advisor at your side can help.

Simplicity

Accordion Content

Because we are legally bound by a fiduciary duty, we must place our clients’ interests first. Every time. All the time. As a fee-only, S.E.C. registered investment advisor, we’re compensated solely by our clients.

A healthy, peaceful relationship with money requires balance. If any one behavior becomes too dominant — spending, saving, giving, or investing — the whole system is at risk. Our comprehensive financial planning process helps you determine which behaviors you’re already doing enough or too much of, and in which ones you need more support to reach your goals.

Our investment strategies are based on Nobel Prize-winning research and provide global exposure to large and small stocks, various types of fixed income, investment real estate, and private equity. We have over twenty years of experience delivering social and environmental impact along with competitive investment returns.

We’ve found the most successful strategies are ones that people can understand and follow for decades, not just a few quarters or years. This requires tuning out much of the news and emotion surrounding finance and following a disciplined, evidence-based investment program. This may be simple, but it’s not always easy. That’s where having a trusted Abacus advisor at your side can help.

Are you ready to expand what’s possible with your money?