A complete list of active advisors currently associated with Abacus Planning Group, Inc.

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

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. Its brochure describes services that include written investment policy development, ongoing portfolio monitoring and rebalancing, tax‑return assistance, estate and insurance reviews, and implementation referrals to outside professionals. The firm emphasizes strategic asset allocation across a broad opportunity set — including domestic and international equities, fixed income, real estate and other non‑traditional holdings — with a largely long‑term orientation (the brochure notes roughly 90% of recommendations are long‑term) supplemented by tactical positions when appropriate. Abacus combines low‑cost passive exposure with selective manager selection, treats cash as an asset class, and uses manager due diligence and risk‑management tools (including hedging techniques) to align portfolios with client objectives. Several operational features described in the brochure are less common among similar team firms: Abacus serves as managing partner of affiliated private investment funds and limited partnerships and provides portfolio management for pooled vehicles that may be recommended to qualified clients (the filing notes some affiliated fund series were dissolved as of December 31, 2025). The firm also discloses prior use of third‑party ratings in its materials (the SEC identified related Marketing Rule deficiencies), notes use of certain AI tools under an adopted AI policy, offers consolidated reporting via ByAllAccounts, and holds a minority ownership interest in a trust company that it may refer for custody or trust services.

To learn more about the advisors currently working at Abacus Planning Group, Inc., 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.