There exists a generosity of spirit among our staff, with clients and within our communities.

Our advisors use their planning skills to assist clients with tax-intelligent philanthropic strategy.

Our firm selects new clients who are actively engaged in improving themselves and the world through their work, philanthropy, relationships, and personal growth endeavors.

Our staff is committed to their own personal growth and to taking actions that contribute to the world's physical sustainability and spiritual progress.

Our advice extends to the non-financial goals that will contribute the most to our clients' fulfillment and well-being.

Our profit-sharing compensation structures ensure that all members of the firm are financially committed to our clients' and the firms' success and are being good stewards of their own financial resources.We are focused on annual profitability to ensure the firm's longevity.

Brent Kessel is both the C.E.O. of Abacus Portfolios and President and co-founder of Abacus Wealth Partners, named one of the "top 250 wealth management firms in the U.S." by Bloomberg Wealth Manager. He is the author of It's Not About The Money ( Harper Collins '08 ). A cutting-edge firm, Abacus focuses on the inner dimensions of money as a critical component of the financial planning process and is widely acknowledged within the wealth management industry as a national leader in this niche.

As a financial planner, Kessel has counseled multi-millionaires as well as people of more modest means. He knows firsthand people's suffering in financial matters, and has been instrumental in offering real relief, whether by helping single moms to put their kids through college or inspiring the super-affluent to create a more balanced and fulfilling relationship to their wealth.

Kessel, who has a degree in economics with a minor in psychology from UCLA, has been a financial planner by day and a yogi by dawn for the past fifteen years. Since 1989, he has dedicated himself to yoga, and has progressed through the fourth series of Ashtanga under the guidance of his teachers, Chuck Miller and Pattabhi Jois. Kessel has also studied meditation with many of the world's most revered meditation teachers, including Thich Naht Hanh, the Dalai Lama, Eckhart Tolle, Jon Kabat-Zinn, and Adyashanti, among others.

A leader in his field, Kessel uniquely bridges the disparate worlds of finance and spirituality. In 1998, he began combining the financial and spiritual perspectives in a more public way. After being trained by two veteran financial planners to lead their workshops on the inner dimensions of money, he created his own, The Yoga of Money. He has since led popular workshops on money and personal growth around the country and given trainings for dozens of financial advisors and speeches at major financial conferences to rave reviews. Dubbed a "Financial Soul Searcher" by Research magazine, Kessel has been widely quoted in the national publications such as Business Week, The Wall Street Journal, Newsweek, Kiplinger's Personal Finance, CBS Marketwatch, Dow Jones, The Los Angeles Times, The Chicago Sun Tribune, Bloomberg Wealth Manager, The Journal of Financial Planning, Investment News, Ticker and Financial Planner. His work on spirituality and money has also been featured in Yoga Journal and Newsweek, and he has been profiled in the books Silver Spoon Kids and The Inheritor's Handbook. Kessel has been named one of the top 250 financial advisors in the U.S. by Worth magazine.

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Jason provides comprehensive wealth management services to a diverse clientele including but not limited to physicians, business owners, executives, athletes, and coaches. With both an investment and accounting background, Jason advises his clients on complex income, estate and charitable tax planning techniques while also specializing in expanding the firm's exposure to both private equity and privately-held real estate.  He advises many clients on how to establish their own non-profits.

Jason received his Bachelor of Science in Accounting from The Pennsylvania State University, his M.B.A. in Finance from Temple University Fox School of Business and Management and he holds the CFP® designation. Jason is a member of the Philadelphia Estate Planning Council, the Financial Planners Association and has been approved as an NFLPA Registered Player Financial Advisor. He is a Board Member of both Jewish Federation Early Learning Services and The Adam Taliaferro Foundation, where he serves as both Vice President and Penn State Alumni Committee chair.  He is a senior member of  The Jewish Federation Real Estate Group, committed to providing solutions to the Philadelphia Jewish community's top issues through philanthropic investments in Jewish day school education, hunger, poverty and the Jewish elderly. He is also a member of the Jewish Federation's National Cabinet.

He is frequently quoted in the national print media. He was named to the 2009 Philadelphia Business Journal’s “40 under 40.”

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