“Founding Abacus was my professional chance – and personal challenge – to create a unique culture centered on listening, creativity and collaboration.”
Cheryl sets the tone (a very clear one) for all of us. Her hard work ethic, her attitude that the client always (repeat, always) comes first, and her belief that if you say it, you do it. All those qualities drive our focus on mastery – the constant energy we devote to getting better and better and better at what we do, individually and as a team.
“The most rewarding part of these past years has been our success in bringing together bright and talented folks who genuinely connect to the Abacus culture. It motivates them to flourish. In my eyes, a thriving team translates into thriving clients.”
In the News
Barron's top women financial advisors of America
Champions of Philanthropy Society
Top 25 Women-Owned RIAs 2015
Voices: Helping clients resolve their differences
The Wall Street Journal
Motivating and helping the overspending client: A stages-of-change model
Journal of Financial Planning
Just being friendly?
Articles Quoting Us
Education shakeup for future planners
The new culture of advisory success
Leadership and Self-Deception