Abacus Wealth Partners 101 South Main Street, Sebastopol, CA 95472
About the Business
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Abacus Wealth Partners is a finance institution located at 101 South Main Street in Sebastopol, California, United States. Our dedicated team is committed to helping you find peace of mind in your financial life so you can focus on what truly matters. We offer financial planning and investment management services in the Bay Area, working with individuals, families, nonprofits, and foundations both in-person and virtually.
Our innovative financial planning process and evidence-based investment strategy have helped countless clients stop worrying about money and fully enjoy life. We combine financial analysis with emotionally intelligent insights to create a comprehensive financial roadmap tailored to your goals and values. Our team provides actionable, values-aligned financial advice to give your money meaning and purpose.
As active members of the community and Bay Area B Corps, we support organizations throughout Sonoma County and the Bay Area through sponsorships, educational workshops, and volunteer projects. We offer financial literacy courses, as well as pro bono financial check-ups for the community.
Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission, offering educational content and research, not personalized investment advice. All investments involve risk and are not guaranteed. Consult with a tax professional before implementing any investment strategy. Contact us today to expand what's possible with your money.
Photos
Location & Phone number
101 S Main St, Sebastopol, CA 95472, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- Bay Area Businesses
- Community Outreach
- Comprehensive Financial Roadmap
- Emotional Financial Intelligence
- Emotionally Intelligent Financial Advice
- Evidence-Based Investing
- Family Wealth Management
- Finance Institution
- Financial Analysis
- Financial Education
- Financial Literacy
- Financial Planning
- Financial Planning Process
- Financial Wellness
- Individual Retirement Planning
- Investment Management
- Investment Research
- Investments
- Money Meaning
- Nonprofit Support
- Personalized Financial Guidance
- Pro Bono Financial Check-Ups
- Registered Investment Adviser
- Risk Management
- Sebastopol Ca Business
- Small Business Finance
- Tax Professional Advice
- Values-Aligned Financial Advice
- Wealth Management
- Wealth Management Services
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