abacus private wealth management

Founded in 1985, Abacus Wealth Partners, LLC is a wealth management firm that operates as a fiduciary for its clients, which include individuals, families, and foundations. The company is a certified B Corporation, signifying its commitment to high standards of social and environmental performance, transparency, and accountability. Abacus provides a holistic approach to finance, combining evidence-based investment management with values-aligned financial planning to help clients achieve their life goals. As a fee-only firm, its revenue comes directly from clients, not from commissions on financial products, which is intended to minimize conflicts of interest.