Abacus Wealth Partners

Since 1988, Abacus Wealth Partners ("Abacus"), a Registered Investment Adviser, has worked alongside our clients to make the best use of their financial resources and free their time to enjoy what matters most in life. We are a values-driven team committed to protecting clients from financial risks, creating roadmaps for their futures, managing their investments in a values-aligned way, and providing advice that touches every area of their lives. Abacus' investment strategies are based on Nobel Prize-winning research and provide global exposure to large and small stocks, various types of fixed income, investment real estate, and impactful private equity. Using these strategies, we have a 20-plus year track record of delivering social and environmental impact along with competitive investment returns.