Abacus Planning Group

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 headed by Cheryl R. Holland, CFP®.   Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams.
Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions.

Everything we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing “foundation laying” program.  

Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services. Call us, 803.933.0554, or visit our website to see what we are all about.

Find Abacus Planning Group employees' phone numbers or email addresses

Abacus Planning Group Global Highlights

Location
Employees

North America
88

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  • United States Of America
    88

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • France
    1

Abacus Planning Group's Leadership

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    M. M.
    Chief Operating Officer
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    C. H.
    Chief Operating Officer
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    C. F.
    Head Of Investment Team
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    C. H.
    Founder
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    P. D.
    President
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    H. C.
    Financial Advisor And Marketing Director
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    M. D.
    Business Development Manager
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    C. N.
    Office Manager
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Contact profiles from Abacus Planning Group

Name
Title
Contact Info
Location
Last Update
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    A. M. E. A.
    Financial Advisor
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    United StatesSouth Carolina
    Nov 01, 2024
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    A. D.
    Intern
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    United StatesNew York
    Oct 21, 2024
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    B. D.
    Investment Analyst
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    United StatesSouth Carolina
    Oct 21, 2024
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    B. P.
    Client Service Administrator
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    United StatesTexas
    Oct 23, 2024
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    B. M.
    Financial Advisor
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    United StatesSouth Carolina
    Oct 23, 2024
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    C. F.
    Support Advisor
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    Oct 16, 2024
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    C. Y.
    Support Advisor
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    United StatesSouth Carolina
    Nov 01, 2024
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    C. S.
    Support Advisor
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    United StatesSouth Carolina
    Oct 23, 2024
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    C. H.
    Network
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    United StatesVirginia
    Oct 16, 2024
  • Stylized image of a person
    C. O.
    Incoming Summer Intern
    Phone icon
    United StatesSouth Carolina
    Oct 17, 2024

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. The company's main headquarters is located in 2500 Devine Street Columbia, SC 29205 US; 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 45 employees as of June 2024. These team members are located across 2 continents, including North AmericaEurope.

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

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As of June 2024, Abacus Planning Group's key employees include:

  • Chief Operating Officer: M. M.
  • Chief Operating Officer: C. H.
  • Head Of Investment Team: C. F.
  • Founder: C. H.
  • President: P. D.

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