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Abacus Wealth Partners
101 South Main Street, Sebastopol, California, United States
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About the Abacus Wealth Partners
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 of Abacus Wealth Partners
101 S Main St, Sebastopol, CA 95472, United States
Opening hours of Abacus Wealth Partners
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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