abacus financial
Information by Research TrustFinance
Founded in 2004, Abacus Wealth Partners, LLC is an independent, fee-only Registered Investment Adviser (RIA) and a certified B Corporation. The firm provides comprehensive financial planning and investment management services for individuals, families, and foundations across the United States. Its core mission is to expand the definition of wealth beyond financial returns to include personal fulfillment, community, and positive global impact, with a strong emphasis on evidence-based and sustainable investing strategies.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial