Chapel Hill, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,176,122,328
ClientsTotal clients
1,547
AdvisorsAdvisors at this office
2
Of 50 advisors across 21 offices
Location
Chapel Hill NC
Advisors at this office
2
Advisors at this office
Elizabeth B
CFP®
Chapel Hill, NC
Abacus Wealth Partners
Elizabeth Boehne is a CFP® professional with two years of industry experience, currently serving as an advisor at Abacus Wealth Partners. Her prior experience includes roles at Woodward Financial Advisors and involvement with Presbyterian Campus Ministry and the Greensboro Chamber of Commerce. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, business entities, and charitable organizations. The firm employs a passive-oriented, asset-class investment approach tailored to clients’ risk profiles and goals, and manages private fund investments such as the Align Impact fund.
Wilson L
Series 65
Chapel Hill, NC
Abacus Wealth Partners
Wilson Li is a financial advisor with Abacus Wealth Partners in Chapel Hill, NC. He holds a Series 65 designation and has two years of industry experience. Prior to joining Abacus Wealth Partners, he worked at Woodward Financial Advisors for three years and has experience in hospitality roles at several local establishments. Abacus Wealth Partners serves individuals, families, institutions, and organizations with financial planning and investment management services. The firm uses a passive, asset-class-based investment approach, incorporates ESG screening when requested, and offers access to third-party platforms and private fund investments for qualified clients.
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