A complete list of active advisors currently associated with Abacus Financial Planning

Warmer can help you find a great advisor at Abacus Financial Planning or one who fits your needs even better.

Abacus Financial Planning provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, and offers a specialized, non-discretionary divorce financial analysis service. The firm pairs ongoing portfolio supervision with written or electronic financial plans and regular plan reviews. Its investment approach is grounded in Modern Portfolio Theory and emphasizes passive management using index mutual funds and exchange-traded funds with strategic asset allocation and a long-term time horizon. The firm integrates planning and portfolio management, advises on legacy and concentrated positions, and may recommend option strategies (for example, puts or collars) in concentrated-stock situations. The firm is a small, supported adviser with a limited client roster, which it uses to deliver individualized planning and annual updates overseen by principals with advanced academic backgrounds and professional credentials including CFP® and CDFA® designations. It uses a national custodian for client assets, does not aggregate client trades into block orders, and does not vote client proxies.

To learn more about the advisors currently working at Abacus Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mary Bold	Kirkland, WA	3
Katy Cook	Kirkland, WA	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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