Welcome!
We're happy you are here.

Our hope for this merger is to meaningfully connect your money with what matters most and ensure you have a long-term home to experience a sense of enough in the here and now, not just in the future.

CARING ADVISORS

An Abacus Advisor is eager to get to know you. Your personal advisor will honor your unique financial goals and help you achieve peace of mind around money. 

VALUES-ALIGNED INVESTMENTS

For your investments, Abacus will continue to help align your money with your values. Our mindful portfolios contain investments dedicated to championing social justice.

DIVERSITY AS PRIORITY

At Abacus, we welcome and celebrate diversity with pride. As clients with diverse needs, you are invited to come as your whole self to our community of advisors who support you and your unique perspectives.

EDUCATIONAL CONTENT

Providing you with webinars, quarterly investment updates, and blog articles allows us to deliver additional and relevant information with a human connection. You’ll even have your own Abacus Planning Portal, a place to see all your financial information in one convenient place.