Schedule a Call

Planning for every aspect of your financial life. We’re with you through it all.

Your Abacus Advisor will guide you in aligning your money with your values so you can focus on what matters most in life. Because we work best with those desiring ongoing financial planning and investment management, our services and fees are structured for a long-term relationship. 

Whether you’re asking questions about when you can retire, how to manage your investments, affording college for your children, or having enough to leave the legacy you want for your family and community, we’re here to help.

Schedule a 15-minute Introductory Call

Schedule your introductory call with a team member using the calendar below. During this time, we’ll get to know you and explore your unique needs. Here’s how it works:

  • We’ll meet via phone to talk about your current financial situation and goals.
  • We’ll identify your questions, concerns and options.
  • We’ll lay out your next best steps.