A complete list of active advisors currently associated with Abacus Wealth Partners

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

Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, families, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio supervision as well as stand‑alone planning and implementation recommendations tailored to client goals. Abacus follows an asset‑class investing approach grounded in academic research, implementing sector allocations primarily through no‑load mutual funds, ETFs, and passive institutional funds while applying fundamental analysis to security and manager selection. For clients who qualify as accredited investors, the firm may recommend private placements and other illiquid private investments, and it uses third‑party platforms and external managers to manage held‑away assets and centralize reporting and rebalancing. Notable features include a minority ownership interest in an affiliated impact manager and the firm’s active use of ESG screening and private pooled vehicles, which Abacus both recommends and integrates into suitable client portfolios. Although Abacus advises on private funds and pooled investments—an activity less common among multi‑team firms—it does not charge performance‑based fees and treats cash as an asset class with coordinated third‑party cash management solutions.

To learn more about the advisors currently working at Abacus Wealth Partners, 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.

You can also browse Abacus Wealth Partners's office locations.