Founded in 2004, Abacus Wealth Partners, LLC is a Registered Investment Adviser (RIA) and a certified B Corporation committed to using business as a force for good. The firm provides fee-only, comprehensive financial planning and investment management services to individuals, families, and foundations. They are known for their focus on "financial life planning," which integrates a client's personal values and goals with their financial strategy, often with an emphasis on impact and socially responsible investing (SRI). In 2015, the firm merged with Portfolio Strategies, Inc., expanding its national presence.

Founded in

Canada