B Impact Report

Logo for Abacus Wealth Partners, LLC

Abacus Wealth Partners, LLC

National Financial Planning Firm (multiple offices in CA and Philadelphia, PA)
Certified Since: October, 2007
Location: Santa Monica, California, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

133.0

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Abacus Wealth Partners is a national financial management firm that is committed to bringing self and global awareness as well as sustainability to investment management. They seek to achieve high investment returns, which in turn provide capital to fund philanthropic projects, as well as investments in sustainable companies without sacrificing return.

Abacus uses comprehensive financial analysis and time-tested financial strategies to create individually- tailored plans helping clients maximize their financial wealth and achieve their most important personal goals. Because they are fee-only™ and independent of any major financial services company, advice from Abacus is completely objective and their choices of planning strategies and financial instruments are unlimited.

We wish to change the way spending, investing and giving are viewed in the financial and larger community, and to promote the standards which being a B Corporation represents. We want to make it easy for our customers to support this incredible movement and continue the drive to create positive social impact in our communities.

Impact Area Scoresinfo_outline

Previous Overall B Impact Scores