Founded in 2004, Abacus Wealth Partners is an independent, employee-owned Registered Investment Advisor (RIA) dedicated to helping clients make a positive impact with their wealth. The firm offers a holistic approach that integrates financial planning with investment management, specializing in sustainable, responsible, and impact (SRI) investing strategies. As a certified B Corporation, Abacus is committed to high standards of social and environmental performance, accountability, and transparency, aiming to expand what’s possible with money.

Founded in

United States