About Abacus

Abacus Wealth Partners, LLC is a national fee-onlyT wealth management and financial planning firm with offices in Philadelphia, Boston, 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."

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-onlyT and independent of any major financial services company, our advice is completely objective and our choices of planning strategies and financial instruments are unlimited.

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 between $1,000,000 and $30,000,000. For clients with less than $3,000,000 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.

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.