Broker Check

About Our Agency

Traditional Services with More Convenience…

We believe the financial services industry was founded on biased origins. 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 which means we offer the experience of licensed tax, accounting, investment, insurance and estate professionals when developing a purpose-based strategy.

Our Mission

We are committed to the process of creating a better tomorrow, with no prequalifications, ensuring our services are available to everyone.

Our Values

We offer a mutually collaborative and educational experience. We believe our commitment to serving a clients best interest creates…

  • Trust
  • Integrity
  • Balance
  • Convenience
  • Discipline

Our Strategy

We are a remote service. Coming to you… in-home, at work, over lunch or coffee… wherever internet access is available! A concierge styled program offering the convenience a busy world requires. You may interact with our team via any means. No bot-chats here, just real time human support when needed. Should you ever be placed into voicemail, leave a message, we return all calls in the order they were received.