Abacus Wealth Partners

Financial ServicesCalifornia, United States51-200 Employees

Abacus Wealth Partners is an independent, 100% independently-owned, fee-only, SEC-Registered Investment Adviser, and Certified B Corporation. Driven by purpose and a fiduciary responsibility to act in clients’ best interests, we provide personalized financial planning and research-driven, values-aligned investing. 

Our deeply human approach is designed to deliver clarity and confidence so you can have peace of mind knowing there’s a disciplined plan supporting your goals and your personal values. Our advisors work with clients through various stages of life, navigating major life transitions, preparing for retirement, and helping to grow and protect wealth while shaping the legacy they want to leave.

As a firm, we emphasize clarity, intention, and long-term partnerships. We meet you where you are, help you understand your options, and offer support that connects your financial choices with your values.

Disclosure: 
Abacus Wealth Partners, LLC [“Abacus”] is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material is not intended to serve as personalized tax, legal, and/or investment advice.

Social Media Disclosures: https://abacuswealth.com/social-media-guidelines/

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