Abacus began with a vision to be a catalyst for people to not simply get richer, 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
As a purpose-driven, values-centric financial advisory firm, we are focused on creating authentic and measurable impact in these key areas:
Delivering values-aligned financial advice to improve people’s lives.
Effecting change in the financial services industry to create and serve a more diverse and equitable profession and client base.
To expand what’s possible with money.