To our Shoppers and Mates 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 12 months has been one in every of development, 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.
Specifically, we’re delighted to share some key accomplishments in 2023 made attainable 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 variety inside the monetary providers occupation and supporting college students pursuing CFP® certification. This scholarship helps people from underrepresented populations within the occupation who exhibit monetary want. 4 deserving recipients had been honored this 12 months, 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 12 months and as soon as once more supplied further classes throughout Pleasure Month, centering LGBTQIA+ neighborhood members.
- Launch of the If Cash Have been Simple 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 optionally available, 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 group to outline strategic areas the place Abacus can take advantage of affect. In 2023, Abacus’ advocacy within the funding enviornment has targeted 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 12 months 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 printed in early 2024.
- Awards and Recognition – We’re humbled and honored to have obtained a number of awards in 2023, together with the NAPFA Basis Professional Bono Service Award, recognition as Actual Leaders High Impression Firms, acknowledgment amongst America’s High RIAs by Monetary Advisor journal, and being named among the many Greatest 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 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 group members, and our neighborhood of supporters and collaborators. There isn’t any Abacus with out you. We lengthen heartfelt thanks to your kindness, curiosity, critiques, and connection. We stay up for persevering with to honor your funding in us, and we’re excited concerning the journey forward.
With honest gratitude,
The Abacus Wealth Companions Workforce
Disclosure:
Awards and recognition by unaffiliated score providers, firms, 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 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 could have paid a payment to take part in a number of the surveys. Rankings printed by magazines and others are typically based mostly on info ready and/or submitted by the acknowledged advisor. Any previous efficiency info contained herein, immediately or not directly, if any, shouldn’t be indicative of future outcomes.
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