Abacus Wealth Partners
866-383-7242
7182 Healdsburg Avenue
Sebastopol,
CA
95472
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At Abacus, we use comprehensive financial analysis and time-tested financial strategies to create an ultra-diversified portfolio that helps our clients maximize their financial wealth and achieve their most important, personal goals. Because we are fee-only™ and independent of any major financial services company, our advice is completely objective and our choices of planning strategies and financial instruments are unlimited. While we have strategic partnerships with some of the largest financial institutions in the world, we are an independent, boutique wealth management firm. In selecting new clients, we look for individuals who are dedicated long-term investors who can invest a minimum of $50,000. Principals Brent Kessel and Spencer Sherman have been regularly named to the Worth magazine list of the Top Financial Advisors in the U.S. See Spencer Sherman's book The Cure for Money Madness and www.abacuswealth.com for more information.

