Abacus Planning Group

EST. AUM
$2,155,806,749

CONTACTS
12

CLIENT ACCOUNTS
2,854

Firm Details

Metro area Columbia, SC
CRD Number 107994
Website abacusplanninggroup.com
Client types

Overview

Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP. Everyone at Abacus is there for the same reason as their clients. Their singular purpose, as individuals and as a firm, is to help clients achieve their financial goals and, never to be forgotten, their personal dreams. Financial planning requires both breadth and depth of knowledge. They possess that knowledge. Perhaps even more importantly, they bring it to life through the power of collaboration, working as a seamless team, blending their unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions. Everything they do and the way they go about doing it is guided by their mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation, and recognized expertise. Above all, they understand they must hear a client to know a client; and they must know a client.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Abacus Planning Group

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company