Abacus Wealth Partners, LLC is a national fee-only™ wealth management and financial planning firm with offices in Philadelphia, Los Angeles, and the San Francisco Bay Area. According to Worth magazine and Medical Economics in past years, we're "One of America's Best Financial Advisors." See our recent press coverage.

At Abacus, we use comprehensive financial analysis and time-tested financial strategies to create an individually tailored plan that helps our clients maximize their financial wealth and achieve their most important, personal goals. Because we are fee-only™ and independent of any major financial services company, our advice is completely objective and our choices of planning strategies and financial instruments are unlimited. Click here See how a portfolio often changes after moving to Abacus and our Rainbow Portfolio.

Our clients

Abacus clients include entrepreneurs, business owners, working professionals, athletes, entertainers, inheritors, divorcees, and retirees. For comprehensive wealth management services, most of our clients have a net worth of between $3 Million and $30 Million with the largest being over $300 Million . For clients with less than $3 Million or those who don't desire comprehensive wealth management services, we recommend an affiliated company that offers a turn-key asset management service, Abacus Portfolios, LLC.

Abacus does not accept commissions or finder's fees, only the fees paid directly by our clients. We take a fiduciary oath to treat our clients' money as we would our own, and do not "sell" anything other than our services. Learn more about our core values.

While we have strategic partnerships with some of the largest financial institutions in the world, we are an independent, boutique wealth management firm. We are by choice a small company. For this reason, we have the capacity to begin relationships with a very limited number of new clients each calendar year. In selecting these new clients, we look for individuals where we can have the most impact on the well-being of their finances, their family relationships, and on the larger communities their lives touch.

Abacus has a Charitable gift fund through which the firm and its employees donate regularly to many different charities worldwide.

Featured Suggested Reading

It's Not About The Money
By Brent Kessel

Brent combines the latest financial thinking with ancient spiritual wisdom to shed light on the relationship between people and their money, and offers the reader a program for attaining financial and emotional security. Drawing on interviews with spiritual leaders and financial gurus, Kessel teaches you how to grow more conscious of your spending, saving, investing, and giving, and shows you how to become more financially sound and spiritually at peace.
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