As we reflect on 2024, we’re struck by how much can change in a year – and what endures. Through market swings and shifting headlines, we remain steadfast in our commitment to expand what’s possible with money and honor the trust our clients place in us. Through it all, our team stayed focused on what matters most – helping you align your money with your values and build lasting financial security.
We are proud of the ways we’ve navigated the year, particularly how we’ve grown and evolved as a firm. Your thoughtful feedback and engagement have helped shape our path forward, leading to meaningful enhancements in how we serve you and our broader community.
In 2024, together with your support, we achieved several meaningful milestones:
- The Abacus Wealth Partners Scholarship for Increased Diversity in Financial Planning continued to support aspiring financial planners from underrepresented populations who demonstrated financial need in their pursuit of CFP® certification.
- Our Pro Bono Financial Planning initiative continued to assist underserved communities with additional sessions offered during Pride Month, centering the LGBTQIA+ community.
- We maintained our annual commitment to the BLX internship program, supporting their mission to increase awareness and access to the financial planning industry for systemically excluded communities and create opportunities, resources, and a community for aspiring financial planners.
- Early in 2024, we published the Abacus Impact Report, offering transparency into how we uphold our values as a company. This comprehensive report outlines our current position, future directions, and accountability measures. We encourage you to explore the report to see how our collective efforts are creating change in the financial industry.
At Abacus, relationships are at the core of everything we do. Your trust in us and our team drives us to push boundaries, ask “what if?”, and explore what thoughtful financial planning can achieve. Whether we’re helping you navigate career changes, create a legacy for future generations, or align your money with your deepest values, these conversations remind us why we chose this path and why we love what we do.
As we turn toward 2025, we’re energized by the possibilities ahead. Markets will continue their eternal dance, but our focus remains unchanged – helping you build financial security, while making a positive impact in the world. We are excited to continue serving and growing alongside you, our cherished clients and community.
Wishing you and yours a peaceful holiday season and a new year filled with purpose and possibility.
With sincere gratitude,
The Abacus Wealth Partners Team
