Abacus Financial Services

We believe the financial services industry was founded on biased origins. When seeking to earn and maintain a trusted professional status, overcoming this stigma is a battle fought every day. In an industry where various proprietary and promotional incentives are common, this becomes our challenge. The focus has always been to move beyond those corporate interests....

Our Vision

For over 30 years, Abacus has understood that our success is dependent on your success! We feel the availability of licensed and experienced tax, accounting, investment, insurance and estate professionals via a single source meets most client expectations.

Our Mission

A life-centered process committed to creating a better tomorrow, a purpose-based strategy with no pre-qualifications ensuring all services are available to anyone, regardless of their current situation.

Our Values

We offer a mutually collaborative and educational experience. All clients receive access to the "Abacus Financial Wellness Service" (see Mentorship page) which honors the "Christian" tradition of placing the best interests of others first. It is our highest priority, as we build....

• Trust
  
• Integrity
  
• Balance
  
• Suitability
• Discipline
  

Our Strategy

We are a remote service. Coming to you in-home, at work, over lunch or coffee via whatever means you prefer... phone, internet or video chat. Our concierge-styled assistance offers the convenience a busy world requires. Interacting is easy... 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.