Welcome to Abacus Wealth Partners. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.
Your dedicated Abacus financial planner can advise you on budgeting, insurance, home ownership, college savings, retirement planning and more.Learn more
Our signature service addresses every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock and business ownership.Learn more
Our self-study resources can teach you how to make better financial decisions and improve your relationship to money.Learn more
We pay close attention to the things we can control (risk, fees, taxes, environmental impact) so that you can stop worrying about the things you cant (the economy, inflation, Congress, longevity).Learn more
We dont just care about investments. We care about our planet. We care about our community. We care about you.
Life is too short to be stressed about finances. Start using your money to live a life aligned with your values.
Four Wealth Planning Strategies for Law Firm Partners
Attorneys are often unaware of and unprepared for the wealth planning opportunities unique to being a firm partner.
I stood alone in the courtroom facing the judge. I did my best not to make eye contact with the other people in the room. The judge looked down at me from behind the bench and said, Miss, how did you
Ready to Expand Whats Possible With Your Money?
Your relationship with money can both help and hurt your chances for financial success. Our five-minute quiz will help you identify your dominant and dormant financial archetypes and suggest a course of action.