Abacus Wealth Partners

About

Abacus Wealth Partners is an independent, fee-only, SEC-Registered Investment Adviser and Certified B Corporation helping individuals and families expand what's possible with money. Founded by co-founders Brent Kessel and Spencer Sherman who shared a vision for financial planning as a catalyst for living a more richly fulfilling life, Abacus has grown from seven to over 60 employees with over $3 billion in assets under management. As a founding B Corporation and one of the first investment advisory firms to receive B Corp certification, Abacus meets high standards of verified social and environmental performance, using business as a force for good. The firm is 100% employee-owned, with more than twenty partners - over half of whom are women - and has invested over $30 million globally in social impact enterprises. Abacus and its employees have donated over $1.7 million to charity, reflecting their commitment to values-aligned financial decisions. The firm operates with core values of serving others, listening deeply and speaking with care, bringing genius, and enjoyment, while helping engineer two of the largest environmentally-screened mutual funds in the world. Their team-based approach ensures clients benefit from diverse skills while providing continuity and comprehensive support.