Home Wealth Management Reflections on 2023: Increasing What’s Potential

Reflections on 2023: Increasing What’s Potential

Reflections on 2023: Increasing What’s Potential

Snowy woods with sun streaming through trees

To our Shoppers and Pals of Abacus, 

As we replicate on the shut of 2023, we discover ourselves compelled to precise our deepest gratitude to you – our cherished purchasers, colleagues and pals. The previous yr has been one among development, impactful initiatives, volatility, and alter, and your unwavering help and engagement have been instrumental in enabling us to increase our constructive affect and contribute meaningfully to the world. 

Particularly, we’re delighted to share some key accomplishments in 2023 made attainable by your help:

  • The Abacus Wealth Companions Scholarship for Elevated Variety In Monetary Planning – In 2023, we established a $100,000 scholarship fund aimed toward selling range inside the monetary providers occupation and supporting college students pursuing CFP® certification. This scholarship helps people from underrepresented populations within the occupation who display monetary want. 4 deserving recipients had been honored this yr, marking the start of a four-year dedication to award a complete of sixteen scholarships.
  • Continued Professional Bono Monetary Planning – Our professional bono initiative continued to help underserved communities.  Abacans supplied over 100 hours of professional bono monetary planning this yr and as soon as once more supplied extra  classes throughout Delight Month, centering LGBTQIA+ group members.
  • Launch of the If Cash Have been Straightforward Podcast – Co-CEOs Mary Beth Storjohann and Neela Hummel launched into a journey to discover all aspects of cash in a enjoyable and informative podcast. As of November 2023 they’ve launched 30 episodes overlaying matters starting from the gender wage hole to creating work non-obligatory, and even sharing how they personally handle their very own cash.
  • Creation of our Advocacy Coverage – Our Director of Influence, Kate Barron-Allicante, labored carefully with our management crew to outline strategic areas the place Abacus can take advantage of impression.  In 2023, Abacus’ advocacy within the funding area has targeted on utilizing our voice within the local weather and investing dialog.
  • 2023 Influence Report Coming Quickly – We’ve been busy amassing and compiling information all yr lengthy in order that we are able to current to you all of the methods we’re dedicated to creating an impression by way of our work, mission, and values. Be looking out for the report being revealed in early 2024.
  • Awards and Recognition – We’re humbled and honored to have acquired a number of awards in 2023, together with the NAPFA Basis Professional Bono Service Award, recognition as Actual Leaders High Influence Corporations, acknowledgment amongst America’s High RIAs by Monetary Advisor journal, and being named among the many Finest Monetary Advisors & Wealth Administration Corporations in Los Angeles, CA by Advisory HQ.

On the core of our endeavors is the collective aspiration to go away the world in a greater state than we discovered it. Collectively, we align values with monetary selections, present safety and legacy for family members, and act as accountable stewards of the planet.

Abacus owes its existence to the invaluable contributions of our purchasers, devoted crew members, and our group of supporters and collaborators. There isn’t a Abacus with out you. We lengthen heartfelt thanks on your kindness, curiosity, critiques, and connection. We sit up for persevering with to honor your funding in us, and we’re excited in regards to the journey forward.

With honest gratitude, 

The Abacus Wealth Companions Crew


Awards and recognition by unaffiliated score providers, corporations, and/or publications shouldn’t be construed by a shopper or potential shopper as a assure that he/she is going to expertise a sure stage of outcomes if Abacus Wealth Companions is engaged, or continues to be engaged, to supply monetary and funding advisory providers; nor ought to they be construed as a present or previous endorsement of Abacus Wealth Companions or its representatives by any of its purchasers. Neither Abacus Wealth Companions or its representatives could have paid a payment to take part in a number of the surveys. Rankings revealed by magazines and others are typically primarily based on info ready and/or submitted by the acknowledged advisor. Any previous efficiency info contained herein, immediately or not directly, if any, just isn’t indicative of future outcomes.

The submit Reflections on 2023: Increasing What’s Potential appeared first on Abacus Wealth Companions.


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