What AI says about Abacus Planning Group

Abacus Planning Group is a financial planning and wealth management firm that offers wealth planning, investment management, and advisory services for foundations, endowments, and family businesses. They emphasize a collaborative approach—listening and exploring to integrate big-picture goals with intricate details, including cash flow planning for families with complex assets. The firm manages about $1.8 billion in assets and provides ongoing client updates, webinars, and thought leadership to support clients' financial and life goals.