Everyone at Abacus is here for one reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams. We are a fee-only financial planning and investment advisory firm helping closely-held family businesses and families with shared assets create abundance in both their business and family. Through knowledge and collaboration we offer confident advice, clear guidance, and efficient implementation that allows our clients to make effortless decisions. We honor our client and community commitment with integrity, clarity, and passion.