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Lamb Financial Planning
has merged with Abacus Wealth Partners
Lara Lamb

Lamb Financial Planning is now a part of Abacus Wealth Partners, a leading national provider of comprehensive financial planning, investment management and wealth management services. As a result of this merger, Lamb Financial Planning clients will have access to a broader array of services and benefits, including the Abacus Rainbow Portfolio®, an ultra-diversified, rigorous investment program.

If you’re a Lamb Financial Planning client, your relationship with your financial advisor will not change. All of our contact information will also remain the same, and we will continue to work out of our Woodland Hills office.

To learn more, please contact us.

Tell us about yourself
I need someone to answer my financial questions

Your dedicated Abacus financial planner can advise you on budgeting, insurance, home ownership, college savings, retirement planning and more. Learn more

I have sophisticated wealth management needs

Our signature service addresses every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock and business ownership. Learn more

I prefer to make financial decisions on my own

Our self-study resources can teach you how to make better financial decisions and improve your relationship to money. Learn more

I need help managing my money

We pay close attention to the things we can control (risk, fees, taxes, environmental impact) so that you can stop worrying about the things you can’t (the economy, inflation, Congress, longevity). Learn more

Over two decades ago, our co-founder Spencer Sherman ran into a burning building to save his client files. While we’ve now made it a policy to avoid physical danger, our devotion to our clients is unchanged. Read our story

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Meet Our Team

Jana Davis

Financial Advisor

The reason I got into this profession My entry into the financial planning world came more from a place of panic than a career ambition. My partner came home one day and expressed the desire for us to own a house. As one of those people labeled frugal at a…

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