Located in downtown Charlotte, our team is dedicated to helping you find a sense of ease in your financial life so you can focus on what matters most.
Our Charlotte team members work in collaboration with Abacus colleagues across the country to provide comprehensive wealth management services to individuals, families, nonprofits, and foundations, both in-person and virtually.
Address
101 North Tryon Street
Suites 112 and 6000
Charlotte, NC 28246
Phone
(888) 422-2287
Hours
9:00am to 5:00pm (ET)
At Abacus, we understand the considerable time and emotional energy spent worrying about truly having enough to achieve your most important goals. Both our innovative financial planning process and evidence-based investment strategy have helped thousands of clients stop worrying about money so they can fully experience life. We do this by:
Combining financial analysis with emotionally intelligent insights about where you are and what you value most.
Creating a comprehensive financial roadmap for your future that illustrates how we’ll help you reach your goals.
Providing actionable, values-aligned financial advice that gives you meaning and purpose around your money.
We speak at educational workshops and seminars throughout the city, bringing awareness and empowerment around personal finance to as many people as possible. We enjoy giving back to our community through online financial literacy courses and pro bono financial check-ups.
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.
© 2023 Abacus Wealth Partners, LLC. All rights reserved.
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