Our Purpose
Abacus began with a vision to help be a catalyst for people to not only grow their wealth, but to live a more fulfilling life.
“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
Abacus Co-Founder
Our Purpose
To expand what’s possible with money.
Our Core Values
Serve Others
We put the needs of our clients, the team, and our community above our individual desires.
Listen Deeply & Speak with Care
We come to each conversation with an open mind rather than having the “right answer.” We tell the whole truth to ourselves, our clients, and each other.
Bring Genius
We spend our time doing what we are best at and love most.
Enjoy
We believe that our time with Abacus should be the best years of (y)our life.
