Abacus Wealth Partners

★★★★★5.0 (15) Financial Services Sebastopol

Business details

Category
Financial Services · Financial planner, Investment service
Address
101 S Main St, Sebastopol, CA 95472
Phone
(888) 422-2287
Website
abacuswealth.com
County
Sonoma County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Looking for financial planning and investment management in Sebastopol? Abacus Wealth Partners helps individuals and families build and protect their wealth with thoughtful, personal guidance.

We take the time to get to know each client's life, goals and concerns, so our advice fits where you are today and where you want to be. Our advisors are known for clear communication, quick responses and a steady hand through changing markets, whether you are just starting out or preparing for retirement.

We are proud to serve families across Sebastopol, Sonoma County and the North Bay, with the same care and attention in every meeting, whether in person or over Zoom or the phone. Many of our clients have stayed with us for decades, and we welcome new clients who want a knowledgeable, dedicated partner for their finances.

Book a consultation through our booking page, or give us a call to talk about your goals.