Abacus Wealth Partners, LLC is a national fee-only™ financial advisory firm with offices in Philadelphia, Los Angeles, and the San Francisco Bay Area. Our mission is to improve financial lives by expanding what’s possible with money and aligning our clients’ goals with their values.
Values-aligned investing is central to how we manage portfolios for the majority of our clients. As a founding B Corporation, we’re committed to using business as a force for good. We strive to be a positive force in the world. This includes expanding the social and environmental impact of the money we manage, expanding access to objective financial advice to people from diverse backgrounds, and expanding achievable goals and peace of mind for our financial planning clients.
We also understand the considerable time and emotional energy spent worrying about truly having enough to achieve your most important goals. We combine financial analysis with emotionally intelligent insights about where you are and where you want to be by creating a comprehensive financial roadmap for the future. We provide actionable advice that gives meaning and purpose around money. Above all, we help you find ease in your financial life to free up your time and energy for what matters most.
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