Abacus Planning Group Email Format

Financial ServicesSouth Carolina, United States11-50 Employees

Abacus Planning Group is a fee-only financial planning and investment counsel firm based in Columbia, South Carolina. Led by Cheryl R. Holland, CFP®, it focuses on helping affluent clients achieve financial goals and personal dreams through comprehensive planning. The firm emphasizes a collaborative, team-based approach that blends diverse experiences to provide clear advice, step-by-step guidance, and practical implementation.

Its mission centers on client-centered, holistic planning delivered through collaboration, innovation, and recognized expertise, underpinned by a foundation-laying process to better understand each client before solving for them. In 2024, the firm expanded its client service capacity with the addition of two Client Service Administrators.

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