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.
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