Financial Planning and Investment Management in Charlotte
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.
Areas of Specialization
- Retirement Planning
- Socially Responsible & Impact Investing
- Tax Planning
- Insurance Analysis
- Estate Planning
- Education Planning
- Cash Flow Optimization
- Company Retirement Plans
- Social Security Optimization
- Tax Efficient Investing
- Long-term Care & Medicare Planning
- Donor Advised Funds & Charitable Trusts
Looking to expand what's possible with your money?
Schedule an introductory call.
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.
Providing actionable, values-aligned financial advice that gives you meaning and purpose around your money.