Abacus Planning Group

Founded in 1998, Abacus Planning Group is an independent, fee-only, and fiduciary wealth management firm dedicated to helping clients align their money with their values. The company provides comprehensive financial life planning and investment management services, focusing on a holistic approach that integrates all aspects of a client's financial world to help them achieve their personal and financial goals. As a Certified B Corporation, it emphasizes a commitment to high standards of social and environmental performance, transparency, and accountability.