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 is a small, advisor‑led firm that serves individual and high‑net‑worth clients with discretionary investment management and comprehensive financial planning. The firm reports roughly $6.0 million in discretionary assets under management and provides continuous portfolio supervision alongside written or electronic financial plans for clients. The firm’s investment approach is grounded in Modern Portfolio Theory and strategic asset allocation, relying primarily on passive mutual funds and exchange‑traded funds for long‑term, tax‑aware portfolios. AFP integrates financial planning into its investment management work and will advise on legacy or concentrated positions, including option strategies such as puts or collars when appropriate. Several operational and personnel features distinguish AFP from many peers: its advisory team includes principals with doctoral‑level academic backgrounds alongside CFP® credentials, and the firm emphasizes an integrated planner‑led relationship rather than treating planning as an optional add‑on. AFP also relies on a single, recommended custodian (Schwab), does not aggregate client trades into block orders, and does not provide separate written investment reports to managed‑account clients, instead relying on custodian statements for account activity.
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 |
|---|---|---|
Kirkland, WA
| 2
| |
Kirkland, WA
| 4
|
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