Services
Fee Only. Integrated, holistic answers for financial (and life) decisions.
Planning for the Whole You
We craft a plan centered on your visions and values.
Foundation Year![Detail from a painting of a woman standing in front of a pink shell holding a luminous pearl.](https://abacusplanninggroup.com/wp-content/uploads/2021/08/Pearl@2x.jpg)
Wealth Planning
Times, people, markets change. How do I navigate it all?Yes, life is a moving object. We will be by your side for every twist and turn.
![Detail of a painting of smiling moon in front of a star-filled background.](https://abacusplanninggroup.com/wp-content/uploads/2021/08/Moon@2x-1.jpg)
Investment Management
How do I invest my hard-earned dollars wisely?Personalized portfolios built around protection, participation and efficiency.
![Detail from a painting of a woman standing in front of a globe.](https://abacusplanninggroup.com/wp-content/uploads/2021/08/Earth@2x.jpg)
Family Business Advising
So many opinions. How do we land on common ground?Breathe. Family dynamics can be untangled with patience and persistence.
![Detail from a painting of a figure on a ladder patiently painting a large rose a vibrant red.](https://abacusplanninggroup.com/wp-content/uploads/2021/08/Rose@2x.jpg)
Foundations & Endowments
How do we keep – and deepen – the trust we have earned?Never take your eyes off your mission as you shield, share and grow assets.