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Abacus Wealth Partners

Financial Services · United States

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About Abacus Wealth Partners

Helping you align money with values through comprehensive financial planning and values-aligned investment management.

Industry
Financial Services
Company size
51-200 employees
Headquarters
Santa Monica, California
Founded
2004
Company type
Privately Held

Abacus Wealth Partners is an independent, 100% employee-owned, fee-only, SEC-Registered Investment Adviser, and Certified B Corporation. Driven by purpose and a fiduciary responsibility to act in clients’ best interests, we provide personalized financial planning and research-driven, values-aligned investing.

Our deeply human approach is designed to deliver clarity and confidence so you can have peace of mind knowing there’s a disciplined plan supporting your goals and your personal values. Our advisors work with clients through various stages of life, navigating major life transitions, preparing for retirement, and helping to grow and protect wealth while shaping the legacy they want to leave.

As a firm, we emphasize clarity, intention, and long-term partnerships. We meet you where you are, help you understand your options, and offer support that connects your financial choices with your values.

Disclosure: Abacus Wealth Partners, LLC [“Abacus”] is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material is not intended to serve as personalized tax, legal, and/or investment advice.

Social Media Disclosures: https://abacuswealth.com/social-media-guidelines/

Specialties

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Impact Investing
  • ESG Investing
  • Values-Aligned Investing
  • Comprehensive Financial Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Giving
  • Financial Education
  • and LGBTQ+

Company locations

  • 429 Santa Monica Blvd, Suite 500, Santa Monica, California 90401, US

  • 101 South Main Street, Sebastopol, CA 95472, US

  • 973 Laurel Street, San Carlos, CA 94070, US

  • 40 E. Montgomery Avenue, Ardmore, PA 19003, US

Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.

On LinkedIn

Followers
3,254
People linked to this company
74

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.