We’re thrilled to announce that Aaron Winer, CRPC®, founder of Milestone Financial Advisors has joined his firm with Abacus Wealth Partners.
With over two decades of experience, Aaron has guided individuals, families, and businesses through values-driven financial planning and investment management. Since founding Milestone Financial Advisors in 2007, his mission has been to help clients align their money with what matters most, integrating thoughtful planning with socially conscious investing to support both financial well-being and impact.
As similarly-minded fiduciaries who believe in putting people first, Milestone Financial Advisors and Abacus believe this partnership will help expand what is possible with money for Aaron’s clients.
When deciding on a merger partner, Aaron shared, “I first became aware of Abacus over twenty years ago at a conference where co-founder Brent Kessel was on a panel discussing holistic and impact-driven financial planning. I was a new advisor at the time and was certain this was where my focus was going to be. Having followed the growth and development of the firm over the past two decades, when it came time for me to seek a merger partner for my firm I knew exactly where to go. I am delighted to be part of this group of dedicated people and look forward to the expanded capabilities we can now offer to Milestone clients.”
Reflecting on the merger, Abacus CEO Neela Hummel stated, “I met Aaron eight years ago and was immediately impressed by the depth of care he shows his clients and the thoughtfulness he brings to conversations about planning and investing. His background as a coach and his experience in guiding clients through meaningful life and financial decisions align beautifully with how we approach our work at Abacus. Aaron embodies the humility, kindness, and curiosity that define our values, and we’re thrilled to welcome him into the Abacus community.”
Aaron joins Abacus as a financial advisor and partner. Together, Abacus and Milestone Financial Advisors look forward to combining their strengths and shared values to deliver comprehensive, client-centered financial guidance for years to come.
