Family-first Financial Planning
At Abacus Financial, we believe your money should serve you—not the other way around.
We believe that finding financial confidence is an essential first step for anyone seeking a meaningful life. Our family-oriented approach is centered on building and preserving wealth as a means to an end, rather than an end in itself. We will take into account not only your current financial status, but also your hopes, values, and family plans. Together, we'll build a personalized plan that aims to help you live a fulfilling life in the present, through retirement, and beyond.
Every family has unique financial goals and challenges. That's why we offer a comprehensive range of services, from financial planning and retirement planning to risk management and education planning, as well as small business solutions. Our team of experienced professionals is committed to helping you navigate the complexities of personal finance and create a customized plan that fits your unique needs and objectives.