Abacus Planning Group logo

Abacus Planning Group Employee Directory

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.

Find Abacus Planning Group employees' phone numbers or email addresses

Abacus Planning Group Global Highlights

Location
Employees

North America
62

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  • United States Of America
    62

Abacus Planning Group's Leadership

  • Stylized image of a person
    C. F.
    Support Advisor
    Phone icon
  • Stylized image of a person
    J. R.
    Financial Advisor
    Phone icon

Abacus Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Finance
  • Information Technology
  • Other

Contact profiles from Abacus Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. F.
    Support Advisor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. R.
    Financial Advisor
    Phone icon
    Jun 08, 2026

Frequently Asked Questions

What is Abacus Planning Group known for?

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Abacus Planning Group was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Abacus Planning Group's company overview page for more information.

What is Abacus Planning Group's most common email format?

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Abacus Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Abacus Planning Group email formats with LeadIQ.

How many employees does Abacus Planning Group have currently?

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Abacus Planning Group has approximately 49 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Abacus Planning Group's key employees and leadership?

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As of July 2026, Abacus Planning Group's key employees include:

  • Support Advisor: C. F.
  • Financial Advisor: J. R.

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