Funds Used With Clients
Firm Client types
|Align Impact, LLC||3 years, 5 months||Apr 2015 - Present|
|Abacus Wealth Partners, LLC||14 years, 8 months||Jan 2004 - Present|
|Kubera Portfolios, LLC||14 years, 8 months||Jan 2004 - Present|
Designations & Memberships
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Licenses & Conducts
Abacus Wealth Partners
$1.8BTotal Assets Under Management
N/ATotal Assets Under Advisement
$380.9KEstimated Average Account Balance