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
61

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  • United States Of America
    61

Abacus Planning Group's Leadership

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    A. C.
    Chief Planning Officer, Partner
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    M. M.
    Chief Operating Officer
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    C. H.
    Chief Operating Officer
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    A. D.
    Vp Metallurgy & Quality
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    P. D.
    President
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    C. F.
    Head Of Investment Team
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    C. H.
    Founder
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    M. D.
    Business Development Manager
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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
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    K. J.
    Support Advisor
    Phone icon
    United StatesSouth Carolina
    Oct 21, 2025
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    I. P.
    Administrative Assistant
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    United StatesSouth Carolina
    Apr 30, 2026
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    S. S.
    Personal Assistant
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    United StatesSouth Carolina
    Apr 30, 2026
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    L. G.
    Financial Advisor
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    United StatesSouth Carolina
    Jun 08, 2026
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    L. D. B.
    Data Administrator
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    United States
    Apr 15, 2026
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    D. C.
    Intern
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    United StatesSouth Carolina
    May 29, 2026
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    K. B.
    Client Services Administrator
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    United StatesNorth Carolina
    Mar 05, 2026
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    J. D.
    Data Administrator
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    United StatesVirginia
    Apr 15, 2026
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    G. H.
    Administrative Assistant
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    United StatesSouth Carolina
    May 28, 2026
  • Stylized image of a person
    A. D.
    Financial Planner
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    United States
    Jun 23, 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. The company's main headquarters is located in 2500 Devine Street Columbia, South Carolina 29205 United States; 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 June 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 June 2026, Abacus Planning Group's key employees include:

  • Chief Planning Officer, Partner: A. C.
  • Chief Operating Officer: M. M.
  • Chief Operating Officer: C. H.
  • Vp Metallurgy & Quality: A. D.
  • President: P. D.

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