Abacus Wealth Partners

Abacus Wealth Partners – Values-Driven Financial Planning in Santa Monica

Abacus Wealth Partners is a fiduciary, fee-only investment advisory firm headquartered in Santa Monica, California, serving clients across Los Angeles and beyond. Founded on the principle that financial planning should align with both personal values and long-term life goals, Abacus delivers thoughtful, holistic wealth management services tailored to individuals, families, business owners, and socially conscious investors. With a commitment to transparency and client empowerment, the firm redefines what it means to build wealth with purpose.

Fiduciary Financial Planning

As a fiduciary firm, Abacus is legally and ethically bound to act in its clients’ best interests. Unlike commission-based advisors, their compensation model is transparent and conflict-free, giving clients confidence that all advice is guided solely by their financial well-being. Their advisors take time to understand each client’s full financial picture—covering income, debt, savings, investments, risk tolerance, and future aspirations.

Retirement Planning: Customized strategies for long-term retirement security, Social Security optimization, and income replacement modeling.
Investment Management: Diversified portfolios with a disciplined, evidence-based approach tailored to risk preferences and time horizons.
Estate & Legacy Planning: Structuring wills, trusts, and charitable giving strategies to align with long-term family goals and values.
Cash Flow & Budgeting: Tools and coaching to help clients make informed daily financial decisions.

Socially Responsible Investing (SRI)

Abacus Wealth Partners is a recognized leader in environmental, social, and governance (ESG) investing. They offer portfolios aligned with socially responsible principles for clients who want to make a positive impact while growing wealth. This includes screening for fossil fuel divestment, gender equity, and corporate accountability—allowing clients to invest according to their beliefs without sacrificing performance.

Impact Portfolios: Customized investment strategies that align with causes like climate change, racial equity, and sustainable innovation.
Values Discovery: Guided exercises to help clients clarify what matters most and how it reflects in their financial decisions.

Who They Serve

Abacus Wealth Partners works with a diverse range of clients—from high-net-worth professionals and small business owners to nonprofits and socially conscious millennials. Their team is experienced in supporting:

Young professionals: Navigating debt reduction, savings, and early investing.
Families: Planning for college, real estate, generational wealth transfer, and financial independence.
LGBTQ+ households: Offering inclusive financial planning that supports legal, tax, and personal considerations.
Entrepreneurs: Business exit planning, equity compensation, and succession strategies.

Why Choose Abacus

Fee-Only Model: No commissions or hidden incentives—clients pay only for services rendered.
Diverse, Empathetic Team: Advisors who listen deeply, communicate clearly, and honor each client’s journey.
Mission-Driven Philosophy: Helping clients use money as a tool to create a life and world they love.

For those seeking a wealth management firm that puts human values at the center of every strategy, Abacus Wealth Partners delivers more than financial returns—they offer clarity, connection, and a path toward living with purpose.