Abacus Planning Group, Inc.

Susan Mccants is a CFP® and Series 65 credentialed financial advisor with 20 years of industry experience. She has been with Abacus Planning Group, Inc. since 2001. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management, and manages multiple affiliated private funds for qualified clients.

Charles Flowers is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Abacus Planning Group, Inc. in Columbia, SC, where he has worked since 2001. He holds a Series 65 license and is part of a five-advisor team. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management, and manages multiple affiliated private funds for qualified clients.

Anne Marie Ashworth is a CFP® professional with eight years of industry experience. She has been with Abacus Planning Group, Inc. in Columbia, SC since 2015. Abacus Planning Group is an SEC-registered adviser that provides comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation with a largely long-term orientation, combining low-cost passive exposure with selective manager selection and risk-management tools.

Stephen Maggard is a financial advisor at Abacus Planning Group, Inc. in Columbia, SC, holding a Series 65 credential with six years of industry experience. His background includes service in the U.S. Army from 2016 to 2019, followed by a role at Independent Advisor Alliance before joining Abacus Planning Group in 2020. Abacus Planning Group is an SEC-registered advisory firm that provides comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation across a broad opportunity set with a long-term orientation, combining low-cost passive exposure with selective manager selection and risk-management tools.

Jacklyn Mason is a CFP® professional at Abacus Planning Group, Inc. in Columbia, SC, with 15 years of industry experience. She has been with Abacus Planning Group since 2008. Abacus Planning Group is an SEC-registered adviser providing comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation with a long-term orientation, combining low-cost passive investments and selective manager selection while employing risk-management techniques tailored to client objectives.

Karlyn Jones is a CFP® professional with five years of experience at Abacus Planning Group, Inc. in Columbia, SC. Prior to joining Abacus Planning Group in 2021, she held roles at VPC Associates and in the hospitality industry. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management and manages multiple affiliated private funds for qualified clients.

Jonathan Robertson is a CFP® and holds a Series 65 license, with 16 years of experience in financial advising. He has been with Abacus Planning Group, Inc. since 2007. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management and manages multiple affiliated private funds for qualified clients.

Corinne Hanna is a CFP® professional with 10 years of experience at Abacus Planning Group, Inc. in Columbia, SC, where she has worked since 2011. She is part of a five-advisor team providing financial planning and investment advisory services. Abacus Planning Group offers comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm emphasizes long-term, diversified asset allocation and manages multiple affiliated private funds, serving qualified clients with a combination of passive and selective active investment strategies.

Bailey Davis is a financial advisor at Abacus Planning Group, Inc. in Columbia, SC, with six years at the firm and a total of four years in the industry. Davis holds a Series 65 credential and previously worked at the University of South Carolina. Abacus Planning Group is an SEC-registered adviser serving high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing strategic asset allocation with a long-term orientation and a combination of low-cost passive investments and selective manager selection.

Ann Beckwith is a CFP® professional with six years of industry experience, currently serving at Abacus Planning Group, Inc. in Columbia, SC. She has been with Abacus Planning Group since 2017 and previously worked for The Heritage Foundation from 2007 to 2017. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term asset allocation, multi-asset diversification, and a combination of passive and selective active management, managing approximately $1.9 billion in assets across five advisors.

Ximena Chastain is a CFP® professional with 21 years of experience in financial advising. She has been with Abacus Planning Group, Inc. since 1998, contributing to the firm for over 28 years. Based in Columbia, SC, she works as part of a five-advisor team. Abacus Planning Group offers investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term, diversified asset allocation using a combination of passive and selective active management, and it manages multiple affiliated private funds for qualified clients.

Mary Green is a CFP® professional with 26 years of industry experience, currently serving at Abacus Planning Group, Inc. in Columbia, SC. She has been with Abacus Planning Group since 2016. Abacus Planning Group is an SEC-registered adviser providing comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm focuses on strategic asset allocation across diverse asset classes using a largely long-term orientation combined with tactical adjustments and employs manager due diligence and risk-management tools to align portfolios with client objectives.

William Jeter is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Abacus Planning Group, Inc. since 2013. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a mix of passive and selective active management, and serves as managing partner of multiple affiliated private funds for qualified clients.

Cheryl Holland is a CFP® professional with 16 years of experience at Abacus Planning Group, Inc., where she has worked since 1998. She is based in Columbia, SC, and is part of a five-advisor team. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm emphasizes long-term asset allocation with a mix of passive and selective active strategies and manages multiple affiliated private funds for qualified clients.

Stephen Scott is a CFP® professional with 15 years of experience, currently serving at Abacus Planning Group, Inc. since 2011. He is based in Brandon, FL. Abacus Planning Group is an SEC‑registered adviser providing comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation with a long-term orientation, combining low-cost passive exposure and selective manager selection while employing risk-management tools to align portfolios with client objectives.