“We aim to be a model for the type of world we’d like to live in: prosperous, diverse, sustainable, inclusive, and kind.”
– Spencer Sherman, MBA, CFP®, Abacus Co-Founder
– Spencer Sherman
To expand what’s possible with money.
Our Core Values
At Abacus, we expand what’s possible with money.
To fully realize what’s possible with money, we connect money with values.
We serve people from diverse backgrounds and with differing financial means.
Our culture of humanity and caring creates truly impact-full connections by empowering people with the possibilities for their money.
We enhance our clients’ experience in the here and now, not just in the future.
We are Abacus Wealth Partners. We make connections.