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Abacus Financial Planning, LLC is a fiduciary, fee-only financial planning and investment advisory firm that helps women navigate major life transitions—retirement, divorce or loss of a partner, and adjusting to higher tax brackets. Their Abacus Investment Philosophy emphasizes a straightforward, diversified, tax-aware, and behaviorally informed approach with no minimum asset size or income requirement and generally low costs. They invite clients to schedule a free introductory call and provide advisory services as a registered investment adviser in Washington, Louisiana, and other exempt jurisdictions.
AI named Abacus Financial Planning in January 2026.