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About Our Agency

Traditional Services with More Convenience…

We believe the financial services industry was founded on biased origins. It’s a sales-driven system in which compensation both motivates and mitigates behavior. When a system is sales-driven, any sense of urgency is tied to transactions... which creates a lack of trust.

Overcoming this stigma by earning and maintaining a trusted professional status is a battle fought everyday throughout the financial services world. In an industry where various proprietary and promotional incentives are common, this creates a major challenge. Our goal has always been to develop relationships which move us beyond those corporate interests.

Our Vision

For over 25 years Abacus has practiced with one basic thought in mind, that a client’s success is also our success! Abacus is a full service agency offering an awareness for tax strategy and the after tax result. We consult with tax, accounting and legal professionals who often assist us with our purpose-based planning as necessary.

Our Mission

We are committed to the process of providing personalized financial strategies designed to create a better tomorrow, with no minimum account size and ensuring our services are available to any and all interested in receiving individualized financial guidance.

Our Values

We offer a mutually collaborative and educational experience. We believe this approach creates a client/company culture built upon…

  • Trust
  • Integrity
  • Balance
  • Convenience
  • Discipline

Our Strategy

We come to you… in-home, at work, over lunch or coffee… wherever life leads you! A concierge level service offering the convenience a busy world requires. We believe our commitment to in-home consultations makes us unique. However, technology does offer and does provide a less-invasive more convenient option through screen-share and other capabilities.