Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP®. Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams.
Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our 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 we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing “foundation laying” program.
Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services. Call us, 803.933.0554, or visit our website to see what we are all about.
Company Details
- Employees
- 46
- Founded
- -
- Address
- 2500 Devine Street, Columbia,sc 29205,united States
- Phone
- 803.933.0054
- ed****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- abacusplanninggroup.com
- Keywords
- Financial Independence Planning, Education Funding, Investment Management, Goal Setting, Income Tax Review and Planning, Estate Planning, Cash Flow Management.
- HQ
- Columbia, SC
Abacus Planning Group Questions
Abacus Planning Group's helpline number is 803.933.0054
Abacus Planning Group's website is abacusplanninggroup.com
Abacus Planning Group's LinkedIn profile is https://www.linkedin.com/company/abacus-planning-group
Abacus Planning Group has
46 employees.
View email and phone details for 46
employees at Abacus Planning Group.
Abacus Planning Group's industry is
Financial Services
Abacus Planning Group's top competitors are
Abacus Insight Llc,
Bluecross Blueshield Of South Carolina,
Adero Partners,
Hammerhead Financial Strategies,
Prudential Financial,
Modera Wealth Management,
The Capital Corporation,
Wakefern Food Corp.,
Stepstone Group,
Fifth Third Bank.
Abacus Planning Group's support email address is eddie@abacusplanninggroup.com
Abacus Planning Group's categories are Financial Services
Abacus Planning Group's founding year is 1998
