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Tuesday, March 5, 2024

Reflections on 2023: Increasing What’s Attainable

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To our Shoppers and Pals of Abacus, 

As we replicate on the shut of 2023, we discover ourselves compelled to specific our deepest gratitude to you – our cherished purchasers, colleagues and associates. The previous yr has been considered one of progress, impactful initiatives, volatility, and alter, and your unwavering assist and engagement have been instrumental in enabling us to increase our optimistic affect and contribute meaningfully to the world. 

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

  • The Abacus Wealth Companions Scholarship for Elevated Variety In Monetary Planning – In 2023, we established a $100,000 scholarship fund geared toward selling range throughout the monetary providers occupation and supporting college students pursuing CFP® certification. This scholarship helps people from underrepresented populations within the occupation who show monetary want. 4 deserving recipients have 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 offered over 100 hours of professional bono monetary planning this yr and as soon as once more provided further  periods throughout Pleasure Month, centering LGBTQIA+ group members.
  • Launch of the If Cash Had 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 subjects 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 Impression, Kate Barron-Allicante, labored intently with our management workforce to outline strategic areas the place Abacus can take advantage of affect.  In 2023, Abacus’ advocacy within the funding area has centered on utilizing our voice within the local weather and investing dialog.
  • 2023 Impression Report Coming Quickly – We’ve been busy accumulating and compiling information all yr lengthy in order that we will current to you all of the methods we’re dedicated to creating an affect 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 Impression Corporations, acknowledgment amongst America’s High RIAs by Monetary Advisor journal, and being named among the many Greatest Monetary Advisors & Wealth Administration Companies 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 choices, 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 workforce members, and our group of supporters and collaborators. There isn’t a Abacus with out you. We prolong 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 Staff


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’s going to expertise a sure degree of outcomes if Abacus Wealth Companions is engaged, or continues to be engaged, to offer 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 might have paid a price to take part in a number of the surveys. Rankings revealed by magazines and others are typically based mostly on data ready and/or submitted by the acknowledged advisor. Any previous efficiency data contained herein, immediately or not directly, if any, is just not indicative of future outcomes.

The publish Reflections on 2023: Increasing What’s Attainable appeared first on Abacus Wealth Companions.

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