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Abacus Wealth Management

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Canada

Founded in

2010 (15 Years)

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Get to know Abacus Wealth Management

Founded in 2004, Abacus Wealth Partners is an independent, fee-only Registered Investment Adviser (RIA) and a certified B Corporation. The firm's mission is to expand what's possible with money, helping clients align their financial decisions with their personal values. They provide a range of services including financial planning, investment management, and retirement planning, with a particular specialization in socially responsible and impact investing for individuals, families, and foundations.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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