Financial Advisors in Philadelphia and Ardmore
Located in the heart of Lower Merion Township, our Ardmore team is dedicated to helping you find a sense of ease in your financial life so you can focus on what matters most.
Financial Planning and Investment Management in Philadelphia’s Main Line
Our Ardmore and Philadelphia 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 Experience
- Retirement Planning
- Socially Responsible & Impact Investing
- Tax Planning Assistance
- Insurance Analysis
- Estate Planning
- Education Planning Assistance
- Cash Flow Optimization
- Company Retirement Plans
- Social Security Optimization
- Tax Efficient Investing
- Long-term Care & Medicare Planning
- Donor Advised Funds & Charitable Trusts
Our Ardmore, PA Office
Address
Lifetime
40 E. Montgomery Avenue,
Ardmore, PA 19003
Phone
(888) 422-2287
Hours
9:00am to 5:00pm (ET)
Our Approach
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 are designed to help 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 helps give you meaning and purpose around your money.
East Coast Financial Advisors and Client Support Team
How Abacus is Expanding What’s Possible in Philly
As an active member of BLocal Philly and ImpactPHL, we partner with other local B Corp organizations to host educational workshops and seminars, and participate in volunteer projects. We offer in-person and online financial literacy courses, as well as pro bono financial check-ups for our communities in Montgomery County, Delaware County, and Philadelphia County and the surrounding areas.
