A complete list of active advisors currently associated with The ABC Squared

Warmer can help you find a great advisor at The ABC Squared or one who fits your needs even better.

The ABC Squared provides financial planning services to individual clients, offering tiered plans that address investment planning, retirement, tax matters, life insurance, college funding, and debt management. Plans may be tailored to client needs and, at the advanced level, involve coordination with outside specialists such as CPAs and attorneys. The firm applies a mix of analytical methods — including cyclical, fundamental, modern portfolio theory, and technical analysis — and favors a long-term investment orientation while primarily delivering one-time financial plans and model allocations. Although it gives investment recommendations and may suggest specific products, the firm does not take custody of client assets, trade client accounts, or exercise ongoing discretionary portfolio management. Noteworthy for an independent advisor, a supervised person at the firm is a licensed insurance agent and accepts compensation for the sale of insurance products, a relationship the firm discloses and documents as a potential conflict of interest. The firm also highlights advanced planning services (business continuity, self-directed real estate, and actuarial plan design) and reports no assets under management or trading authority, distinguishing its advisory model from peers that provide ongoing portfolio management.

To learn more about the advisors currently working at The ABC Squared, 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.