Abacus Wealth Partners

There’s no mountain high enough for me to shout from about my love for this company. I’ll be right up front and say it’s ALL personal, emotionally-​based and highly biased, but only because they’ve earned it. I don’t know jack about money or compound interest rates. But I know the gracious, limitless, attention I get from Abacus Wealth Partners and specifically JD Bruce The Great, makes every penny worth it. Whatever positive juju they’ve got going on there, (and that’s kind of their thing: positive juju), it works sublimely. And I know this because I can happily and peacefully watch that market do it’s crazy unnerving dance up and down and I don’t blink an eye. They’re known for investing in environmentally responsible corporations. Their whole philosophy has a holistic approach which can be best seen in Co-​founder, financial genius/​yogi Brent Kessel’s book, «It’s Not About the Money.» I have been with JD and Abacus for just 3 years and couldn’t feel happier and safer. JD has given generously of his time to help me in areas of my financial life that would never be considered within the scope of another companies services. He is infinitely responsive, extremely generous with his time and most of all scary smart. And if highly gifted, cutting edge, above and beyond the call of duty service isn’t reason enough, just ask JD to make you a cappuccino. It’s sick.

I have been very pleased with Abacus Wealth. My sister felt led astray by a Merrill Lynch broker (I pulled my money out because I prefer a greater degree of socially conscious investing), and I have been so impressed with both my present financial adviser Scott Carl (east coast) and initial contact Brian Canning (west coast), that I recommended she check them out. They’ve been open and available for conversation, full of information, and I feel well supported. In addition I am pleased with the performance of my money, even though it’s been less than a year. Be aware though, I just looked up Abacus online, to see what she may find about this B-​Corp. and was shocked to read horrific reviews until I realized that Abacus FINANCIAL is different than Abacus WEALTH!