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.
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.
For your investments, Abacus will continue to help align your money with your values. Our mindful portfolios contain investments dedicated to championing social justice.
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.
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.
Privacy & Disclosures | ADV Firm Disclosures | Customer Relationship Summary
Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Abacus Wealth Partner’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.
© 2023 Abacus Wealth Partners, LLC. All rights reserved.
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