![]() This includes expanding the social and environmental impact of the money we manage, aligning our clients' values and money, and expanding access for those historically excluded from sound financial advice and economic sufficiency. Our mission is to expand what’s possible with money. Schedule a call with an Abacus financial advisor today and start your journey to financial freedom. We help you make the best use of your financial resources and free. Kessel and Spencer Sherman founded it in 1988, with its headquarters in Santa Monica in California and additional offices in the United States. management services and estate planning services that include planning relationship and financial checkup services. ![]() Gain peace of mind and confidence in your financial future. Abacus Wealth Partners, Santa Monica, California. Abacus Wealth Partners also provides investment. Visit our website and learn what to expect when working with Abacus Wealth Partners. Providing actionable advice that gives you meaning and purpose around your money.įind ease in your financial life and free up your time and energy for what matters most.Developing an investment strategy that's aligned with your values and supports your dreams. ![]() Creating a comprehensive financial plan that supports your goals.Combining financial analysis with emotionally intelligent insights about where you are and where you want to be.Our innovative financial planning process and evidence-based investment strategy have helped thousands of clients to stop worrying about their finances and experience financial freedom. Abacus Wealth Partners is a fee-only™ fiduciary financial advisory and investment management firm with offices on the East and West Coast including Philadelphia, Los Angeles, and the San Francisco Bay Area and advisors across the country. ![]()
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