Abbey Henderson, Cfp®️ Rlp®️ Cpcc®️ Cap®️ Aep®️ Email and Phone Number
Abbey Henderson, Cfp®️ Rlp®️ Cpcc®️ Cap®️ Aep®️ work email
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Abbey Henderson, Cfp®️ Rlp®️ Cpcc®️ Cap®️ Aep®️ personal email
Abbey Henderson, Cfp®️ Rlp®️ Cpcc®️ Cap®️ Aep®️ phone numbers
Abaris Financial Group strives to enhance financial confidence for individuals and families by providing comprehensive, fee-only financial planning, life planning, coaching and investment management services with professionalism, compassion, creativity and integrity. We believe that financial planning is a team event - we work in concert with our clients and their other advisors to co-create a plan that fulfills our clients' life goals and purpose.Advisory services provided by NewEdge Advisors, LLC, a registered investment adviser doing business as Abaris Financial Group LLC.
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Podcast HostWealth Beyond RichesConcord, Ma, Us
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Ceo, Wealth Advisor & CoachAbaris Financial Group, Llc Jan 2002 - PresentConcord, Ma, Us* Consult with individuals, families, foundations and businesses to develop customized financial plans and/or life plans addressing investments, insurance and tax planning, education and retirement funding, and estate planning.* Coach individuals and couples in both financial and non-financial areas including visioning/goals, money stories, transition, work-life balance, and careers/leadership.* Provide asset allocation and investment manager recommendations to non-profits and retirement plan trustees.* Work closely with other professionals including attorneys, accountants, and insurance advisors to implement client plans* Manage the firm's investment committee which researches and evaluates investment strategies including mutual funds and private money managers.* Oversee firm operations and compliance.
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Podcast HostWealth Beyond Riches Jan 2024 - Present
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MemberChief Jul 2023 - PresentNew York, Ny, UsChief is a private network designed for the most powerful women in executive leadership to strengthen their leadership, magnify their influence, and pave the way to bring others with them. Launched in 2019 by Carolyn Childers and Lindsay Kaplan, its mission is to drive more women to the top and keep them there. Chief has been recognized as one of Fast Company’s Most Innovative Companies of 2021, and its diverse membership includes 20,000 of the most senior executives in the United States. -
MemberThe Boston Club Mar 2020 - PresentBeverly, Massachusetts, Us -
Senior Financial PlannerMintz Levin Financial Advisors, Llc Nov 1998 - Dec 2001Boston, Ma, Us* Supervised the preparation of comprehensive financial plans for high net worth individuals, families and pension plans, including the development and implementation of customized investment strategies. * Managed on-going client service for approximately one hundred client relationships. * Wrote financial planning articles for quarterly newsletter. * Coordinated the hiring process for junior financial planner position. -
Financial PlannerTfs Financial Advisors Sep 1997 - Oct 1998* Assisted high net worth clients in creating strategies for investments, retirement planning, education funding, insurance, taxes and estate planning. * Provided year-end tax planning and individual income tax return preparation for high net worth clients.
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Staff AccountantTfs Financial Advisors Sep 1996 - Sep 1997
Abbey Henderson, Cfp®️ Rlp®️ Cpcc®️ Cap®️ Aep®️ Education Details
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Dartmouth CollegeEconomics -
Questrom School Of Business, Boston UniversityAccounting
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Boston College Carroll School Of ManagementPortfolio Management
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Boston University Metropolitan CollegeDiploma In Financial Planning
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Gottman Institute
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Financial Transitionist Institute
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Wharton Executive EducationClient Psychology Program
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Be Above LeadershipCoaching And Relational Trauma
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Crr GlobalOrganizational And Relationship Systems Coaching
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The Conscious Leadership Group
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Abbey Henderson, Cfp®️ Rlp®️ Cpcc®️ Cap®️ Aep®️ works for Wealth Beyond Riches
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Abbey Henderson, Cfp®️ Rlp®️ Cpcc®️ Cap®️ Aep®️ attended Dartmouth College, Questrom School Of Business, Boston University, Boston College Carroll School Of Management, Boston University Metropolitan College, Gottman Institute, Financial Transitionist Institute, Wharton Executive Education, Be Above Leadership, Crr Global, The Conscious Leadership Group.
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