As a purpose-driven, values-centric financial advisory firm, Abacus is focused on creating authentic and measurable impact in our industry and around the world. Our hope is that the merger will reinforce Milestone Financials’ mission of connecting your money with what matters most to you, delivering meaningful and personalized guidance and advice.

Values-Aligned Investments
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At Abacus, values-aligned investing is not an opt-in. Our philosophy is that every investment can have an impact: We aim to minimize the negative influence and maximize the positive influence of capital without losing focus of your financial dreams.

While each of our model portfolios adheres to our investment principles of being both global and well-diversified, they also reflect our commitment to values alignment by incorporating social, environmental, and/or governance (ESG) considerations.

Diversity as Priority

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Empty headingAbacus welcomes and celebrates diversity. As someone with a unique set of needs, circumstances and goals, you are invited into our community of dedicated staff and advisors who are here to welcome and support you and your distinctive perspectives.

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Abacus delivers relevant and ongoing financial information with a human connection through our webinars and events, quarterly investment updates, blogs, and newsletters. You’ll also have access to your own Abacus Planning Portal, where you can see all your financial information in one convenient place.