Abacus Financial Planning always puts the client’s interests first and acts in a client’s best interest.
We receive payments only from clients and do not receive commissions or other compensation from product sales.
There is no minimum asset size or income for financial planning services.
Build a diversified portfolio that is cost- and tax-aware as part of a transparent investing strategy.
Advice is tailored to your overall financial situation and goals.
We are conscious about fees, and our starting point is typically low-cost investment options.
A behavioral approach bridges academic research with the individual’s investing experience.
We are tax-aware and “don’t let the tax tail wag the investment dog.”
Time in the market matters more than timing the market.
We start by listening to you. We will share information about Abacus Financial Planning and how we can work together.
Ferry photo by Becky Gibler