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About Abacus Wealth Partners
Abacus Wealth Partners, founded by Brent Kessel and Spencer Sherman, is a financial advisory firm dedicated to helping individuals make a meaningful impact with their time and money. Their journey began during a training with financial planning pioneer George Kinder in Maui. Both shared a passion for using financial planning and mindful investing to enrich lives. Recognizing their shared goals and the lack of peers in their businesses, they merged their firms, creating Abacus Wealth Partners.
Over the years, Abacus has achieved numerous milestones, growing from seven to nearly 70 employees and managing assets that have grown from $200 million to $3 billion. They've embraced social and environmental responsibility, supporting small enterprises with a focus on social impact and helping develop environmentally screened mutual funds. Abacus is also known for recognizing the link between mindfulness, emotions, and financial success.
Their name, inspired by the abacus, symbolizes agility and precision, reflecting their approach to financial planning. Abacus's team, comprised of diverse and compassionate professionals, works collaboratively to expand the possibilities of financial success. They take a team-based approach to ensure clients receive the best service and enjoy fulfilling, long-term financial partnerships.
Abacus Wealth Partners offers a comprehensive financial planning process and an evidence-based investment strategy to help clients stop worrying about money and experience life more fully. Their mission is to provide financial analysis and emotionally intelligent insights, creating a personalized financial roadmap that offers meaning and purpose around money.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Financial Planning
More about Abacus Wealth Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 128590 | 36 |
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