Abacus Wealth Partners

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429 Santa Monica Blvd
Santa Monica, CA 90401
+1 (310) 566-1888
http://www.abacuswealth.com

Abacus Wealth Partners LLC, based in Santa Monica, CA, is an SEC-registered investment adviser dedicated to aligning clients' financial resources with their personal values and goals. The firm emphasizes comprehensive financial planning and investment management, catering to diverse client needs, including those of women and LGBTQ individuals.

With a focus on simplifying complex financial situations, Abacus seeks to empower clients by transforming anxiety over financial decisions into confidence and clarity. Their services include personalized guidance based on clients' financial archetypes, ensuring a balanced and healthier relationship with money.

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Reviews

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3.57 reviews
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Chuck K.
6/16/2025

Retired at 62. Moved my money to Abacus and Barrett Porter. My money has sustained it value even through turbulent political and social times. I used to check my retirement funds daily, but...

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Tommy J.
6/17/2025

I have been Scammed 110,000 USD by these Scammers which convince me that they are legitimate. from the past 2 months I have been waiting for them to open the withdrawals of my account so that I...

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Jo-An C.
5/6/2020

I spoke with a financial advisor from Abacus for initial consult to match me with one who would be best suited for my financial situation and goals. I thought that the conversation went well. I...

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Juju B.
7/7/2017

In the end, Abacus invested my account badly. I lost a lot needlessly and did not recover or benefit as others did from the recent growth spurt. My advisor's response was manipulative anger....

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Eric C.
2/14/2019

Wow, Abacus Wealth Partners is amazing! I switched from another investment advisor to Abacus Wealth over two years ago, seeking not just management of my retirement investments, but a healthy...

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