How I add value.

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Since 1988, the financial advisors at Abacus Wealth Partners have helped clients dedicate more time and energy to what matters most. Prior to becoming clients of Abacus, many people had to spend considerable time and emotional energy worrying about their investments, spending, taxes, privately held business & real estate concerns, and whether they truly had enough to achieve their most important goals. Our innovative financial planning process and evidence-based investment strategy has helped hundreds of clients nationwide stop worrying about money so they can fully experience life.

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Quality of Life: This is the first part of “How do you want your life to be, based upon what means most to you.” What I hope to achieve is finding more time to do what you love and peace of mind. Quality of Life refers to all aspects of your life experience. Each individual is unique and anything that is important to you should be included. This does not have to be how things are now, but how you wish them to be. What are you willing to work toward? How do you want to feel and how do you want to be?

Balance: A healthy, peaceful relationship with money requires balance. If any one behavior becomes too dominant – spending, saving, giving, risk or lack thereof – the whole system is at risk.

Simplicity: All the hype coming out of Wall Street and corporate America understandably confuse most people. I believe in strategies that people can understand and follow. This requires tuning out much of the news and emotion surrounding finances and following a disciplined, evidence-based investment program. This may sound simple, but it’s not always easy.*Learn more about Wealth and Investment Management.

The art of listeningHow do I do this?

I believe in taking a holistic view of life when constructing a process and plan to achieve what you want and need. Empathy is paramount to understanding what a person wants out of life.

Conversations revolve around what we can control:

  1. Low Fees
  2. Tax Management
  3. Risk Control
  4. Saving
  5. Spending

My job is understanding where a client is and where they want to end and then, work together to create and monitor a plan and process (a road map of sorts) to help them get from “point A” to “point B.” The goal is to maintain & improve quality of life, creating more free-time to do what you love.

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