Abacus Wealth Partners, LLC

Abacus Wealth Partners is a financial planning and investment management firm that distinguishes itself by prioritizing values-aligned investing and social responsibility. They are a founding B Corp, committed to using business as a force for good, and integrate their beliefs into every aspect of their work, from portfolio management to hiring practices. Abacus offers comprehensive financial planning services, including investment management, retirement planning, estate planning, and tax planning. They are dedicated to helping clients achieve their financial goals while making a positive impact on the world.

Abacus operates offices in multiple locations, including Ardmore, PA; Charlotte, NC; Santa Monica, CA; Sonoma County, CA, and San Carlos, CA. They have a team of experienced financial advisors who are passionate about working with clients who share their values and commitment to social impact. The firm is known for its transparent and ethical approach to financial planning, as well as its commitment to diversity and inclusion in the financial services industry.

Abacus Wealth Partners, LLC offers employees the opportunity to telecommute, reducing the need for frequent commercial air and car travel. The company strives for a paperless work environment and has offices with environmentally responsible materials and furnishings. This suggests a degree of flexibility in terms of location and workstyle, although specific details about working hours and remote work policies are not provided.

Abacus Wealth Partners offers a comprehensive benefits package that includes parental leave, employee ownership, time off, and a commitment to diversity, equity, and inclusion across all divisions. They are a B Corp company and are committed to using business as a force for good, which is reflected in their employee benefits and their overall approach to business.

Abacus Wealth Partners is a purpose-driven financial advisory firm focused on expanding what’s possible with money. They believe in aligning financial resources with individual values, and are committed to using business as a force for good. Their mission extends beyond traditional financial planning and investment management to encompass social responsibility and environmental impact through sustainable investing, pro bono financial planning, and philanthropic initiatives. As a founding B Corp, Abacus prioritizes building a more diverse and equitable financial services industry, fostering a culture of inclusion, and empowering clients to align their wealth with their values.

Abacus Wealth Partners cultivates a progressive and values-driven culture focused on social and environmental impact. They prioritize a sense of community and collaboration, encouraging employees to act with integrity and authenticity, fostering a culture of care and inclusion. They are committed to diversity, equity, and inclusion, offering benefits such as parental leave, women in leadership programs, pro bono planning, and employee ownership. They also emphasize mindful impact through sustainable investing and reducing their environmental footprint.

Abacus Wealth Partners, a Certified B Corp, is committed to creating a diverse and equitable workplace and financial services industry. The firm actively promotes DEI initiatives, including inclusive hiring practices, mentorship and sponsorship programs, measurable diversity goals, and a culture of care. They advocate for greater access to financial education, particularly for BIPOC communities, and support diverse businesses through their investment practices and client recommendations. Abacus has also signed the Due Diligence 2.0 Commitment, which encourages asset management firms to adopt inclusive screening practices and allocate capital to BIPOC managers.