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 serves individuals (including high‑net‑worth clients), couples, families, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and both discretionary and non‑discretionary investment management services. The firm provides stand‑alone and ongoing planning engagements, assists with implementation through recommended professionals, and offers held‑away account management via third‑party platforms such as Pontera as well as cash management options through intermediaries like Keep by StoneCastle. The firm’s investment approach emphasizes an asset‑class, passive‑oriented framework that uses institutional passive funds as core holdings, applies fundamental analysis for manager selection, and incorporates ESG screening where requested; Abacus generally avoids stock‑picking and market timing and tailors portfolios to clients’ risk profiles and goals. Abacus also allocates to independent or external managers when appropriate, monitors accounts at least quarterly, and treats cash as an asset class that is included in assets under management for billing and allocation purposes. Distinctively, Abacus sponsors and serves as general partner and co‑investment manager of the Align Impact private fund (AIF), maintains a minority economic and voting interest in Align Impact, and may recommend the Fund or other private placements to qualified accredited clients; the Fund is described as a fund‑of‑funds currently closed to new investors. These private fund and pooled‑vehicle activities — including Abacus’s role in fund administration and receipt of management or performance‑type compensation through the partnership structure — are disclosed by the firm and noted as potential conflicts of interest that it seeks to manage.

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.