Legal & Privacy

Everyone deserves quality financial advice and peace of mind around their money.

Social Media Guidelines

Abacus Wealth Partners, LLC (Abacus) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), with its principal place of business in the State of California. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill, training, or ability.
Not a Recommendation
The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.
Past Performance
Past performance of investments is no indication of future results.

Tax and Legal Advice
Information found on this social media site is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Third Party Posts
Third-party posts that appear on this social media site have not been reviewed or approved by Abacus for completeness or accuracy.  Additionally, it should be noted the information that has been posted by third-parties does not necessarily reflect the views or opinions of Abacus or its advisers.  Some third-party posts may be reviews or testimonials.  Abacus does not provide compensation for such reviews/testimonials.  Reviews and testimonials may not be representative of the experience of other clients.

Direct Messaging Disclosure
Abacus is not responsible for content posted by third parties. Abacus and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law, to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.

Additional Legal Information

Simplify your life with a plan

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.