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Automating Our Mission
We are pleased to report that Abacus was mentioned in a New York Times article about how technology now allows financial advisors, like Abacus, to deliver sophisticated investment and tax management...
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The Five Most Generous On Wall Street
You can imagine how thrilled I was to see Brent Kessel, our co-founder, featured in Fast Company’s “The 5 Most Generous on Wall Street.” In the summer of 2005, I was sitting by a lake reading an issue...
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Taking Time to Breathe: Abacus Wealth Partners Featured in The Wall Street...
Abacus was recently featured in a front-page story in The Wall Street Journal. The article, “Investing the Downward Dog Way? Adviser Suggests Deep Breaths,” profiled how Abacus incorporates several...
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A Teachable Moment: Sometimes Words Are More Important Than Numbers
Financial advisors are numbers people. That’s especially true at Abacus, where we take an analytical approach to each client’s financial situation, looking at it from all possible angles and evaluating...
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Critical Capital Management Merges with Abacus Wealth Partners
Financial planning firms join forces to expand what’s possible with money. SANTA MONICA, CALIF.—May 8, 2014—Critical Capital Management, a fee-only financial planning firm based in Calabasas, Calif.,...
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Money Mind Training from Abacus CEO Spencer Sherman
Spencer Sherman of Abacus Wealth Partners was featured in a story in the The Press Democrat about the class he teaches at Santa Rosa Junior College, “Money Mind Training: Waking Up Your Financial...
View ArticleWhite House Roundtable Leads to New Commitment to Impact Investing
Abacus Wealth Partners will offer free access to its 100% impact-focused mutual fund model portfolio. SANTA MONICA ― June 25, 2014 — At a White House roundtable on impact investing today, Abacus Wealth...
View ArticleAbacus Wealth Partners and Alan Moore Join Forces to Further Expand Access to...
Two leading champions of financial planning for the next generation team up to save people from their money mistakes. Los Angeles, CA. September 18, 2015 – Abacus Wealth Partners (www.abacuswealth.com)...
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