Portfolio Management
Abacus Planning Group is a fee-only comprehensive financial planning and investment counsel firm. We serve approximately 350 families with a team of multi-disciplinary experts who work collaboratively to serve our clients and our vision. Abacus is passionate about helping each client make smart financial decisions and is dedicated to providing peace of mind for our clients through skillful listening. Abacus is committed to its own financial integrity and creating a consistent profit margin for each client.