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Kasey M
CFP®, Series 65
Bozeman, MT
Abacus Wealth Partners
Kasey Mc Manis is a CFP® with eight years of industry experience, currently advising clients at Abacus Wealth Partners in Bozeman, MT. Prior to joining Abacus in 2019, Kasey worked at myCIO Wealth Partners and spent five years at Mackenzie River Pizza Co. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and business entities. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional offerings that include private placements and ESG-integrated portfolios for qualified clients.
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