Welcome. We're glad you're here.
Our team is dedicated to helping you find a sense of ease in your financial life so you can focus on what matters most.
You're in Good Hands
A Team-Based Approach
At Abacus, we work in teams, so you benefit from the added skills, knowledge, and heart that multiple advisors bring. With a robust support system in place, you can trust that someone well-versed in your financial plan will always be here.
Our team has experience in impact and ESG investing, institutional philanthropy, inheritors, employee stock options, and small business planning. Whether you need help juggling multiple priorities, feeling more secure in transitioning from paid work, or navigating the complex emotions that come with an inheritance, we create financial plans grounded in your values and shaped by rigorous analysis. Our fully remote team covers every mainland U.S. time zone, and we love working with clients across the country.
In our downtime, we’re likely chatting about natural building, our spiritual journeys, fun facts about plants and fungi, or sharing new recipes we’re trying out. We look forward to connecting with you!
Let’s talk about how we can best serve your needs.
Our simple 3-step process identifies how we can provide ease and clarity around your money life.
Complimentary 30-Minute Discovery Call
Chat with a member of our team to determine if Abacus is the right fit for your unique needs:
- Meet via video to learn about your current financial situation and any pressing needs.
- Discuss our services and fees while receiving an overview of what it’s like working with us.
- Go in-depth about your specific needs, values, goals, and concerns. This meeting will give you a real sense of what working with Abacus will be like so you can make an informed and confident decision.
Determine Next Steps
We’ll pair you with the advisor best suited to your needs based on specific expertise, personality match, and new client availability (plus any other preferences you may have).
If working with Abacus is not the best fit for you, we’ll point you in the right direction with some great resources.
Let’s Get to Work!
Once you and your advisor agree to move forward, you will sign a client agreement and begin the Abacus Client Journey! The onboarding process typically takes between 4-8 weeks and you’ll likely communicate with your team quite a bit during this time. Soon after things will settle into a steady pace and you and your advisor will connect at the cadence you and they determine is best for your relationship and needs.
Chat with a member of our Sebastopol Team to determine if Abacus is the right fit for your unique needs:
- Meet via video to learn about your current financial situation and any pressing needs.
- Discuss our services and fees while receiving an overview of what it’s like working with us.
- Go in-depth about your specific needs, values, goals, and concerns. This meeting will give you a real sense of what working with Abacus will be like so you can make an informed and confident decision.
Determine Next Steps
We’ll pair you with the person best suited to your needs based on specific expertise, personality match, and new client availability (plus any other preferences you may have).
If working with Abacus is not the best fit for you, we’ll point you in the right direction with some great resources.
Once you and your advisor agree to move forward, you will sign a client agreement and begin the Abacus Client Journey! The onboarding process typically takes between 4-8 weeks and you’ll likely communicate with your team quite a bit during this time. Soon after things will settle into a steady pace and you and your advisor will connect at the cadence you and they determine is best for your relationship and needs.
Looking to expand what's possible with your money?
Schedule an introductory call.
Why Work with Abacus?
We work alongside you to develop a holistic financial plan and investment strategy tailored to your goals and in harmony with your values. Explore the leaflet below for a deeper look into who we are as a company and how partnering with an advisor can bring intention and purpose to your money.
Articles Written by Our Team
How Women are Changing the World with Their Money
The Financial Benefits of Separating but Staying Legally Married
Exploring ESG Investing: From Its Origins to Future Horizons
Should I Open a Roth IRA for My Kids?
Money Heart-to-Hearts: 3 Must-Have Partner Conversations
