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Are You a Dave Fan?

Are You a Dave Fan?

We're proud to be a Dave Ramsey SmartVestor Pro. Appaiah has been implementing Dave's foundational values on getting debt free and finding financial peace for many years. No matter which baby step you are on, our team is here to help with the education and tools you need while working toward your ultimate goal of financial independence.


Disclosure: The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Abacus Financial Services or LPL Financial.

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Our Blog

Our Blog

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

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CULTIVATED FOR YOU

Your Goals Are The Key To Steady Growth

We believe the best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today can lead to a lush canopy of comfort, shelter, and protection.

Organic growth underlies all that we do at Abacus Financial Services. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach strives to help your retirement weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Small Business Solutions

    Run your business, don't let your business run you! ABACUS Financial offers a full scope of business solutions for all small business owners.

  • Retirement Planning

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

  • Life Insurance Coordination

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

  • Charitable Planning & Charitable Giving& Philanthropy

    The gift of giving! Speak to one of the dedicated professionals at ABACUS Financial to learn how you can continue to give charitable donations or regular donations to the philanthropy of your choice.

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Tips for Finding Care for Your Disabled Child</p>

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Create an investment plan to achieve your goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives.

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Have a question? We're ready to help.

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