As we mirror on 2024, we’re struck by how a lot can change in a yr – and what endures. By market swings and shifting headlines, we stay steadfast in our dedication to develop what’s attainable with cash and honor the belief our purchasers place in us. By all of it, our staff stayed centered on what issues most – serving to you align your cash together with your values and construct lasting monetary safety.
We’re happy with the methods we’ve navigated the yr, significantly how we’ve grown and advanced as a agency. Your considerate suggestions and engagement have helped form our path ahead, resulting in significant enhancements in how we serve you and our broader group.
In 2024, collectively together with your help, we achieved a number of significant milestones:
- The Abacus Wealth Companions Scholarship for Elevated Range in Monetary Planning continued to help aspiring monetary planners from underrepresented populations who demonstrated monetary want of their pursuit of CFP® certification.
- Our Professional Bono Monetary Planning initiative continued to help underserved communities with further periods supplied throughout Pleasure Month, centering the LGBTQIA+ group.
- We maintained our annual dedication to the BLX internship program, supporting their mission to extend consciousness and entry to the monetary planning business for systemically excluded communities and create alternatives, assets, and a group for aspiring monetary planners.
- Early in 2024, we revealed the Abacus Affect Report, providing transparency into how we uphold our values as an organization. This complete report outlines our present place, future instructions, and accountability measures. We encourage you to discover the report back to see how our collective efforts are creating change within the monetary business.
At Abacus, relationships are on the core of every thing we do. Your belief in us and our staff drives us to push boundaries, ask “what if?”, and discover what considerate monetary planning can obtain. Whether or not we’re serving to you navigate profession modifications, create a legacy for future generations, or align your cash together with your deepest values, these conversations remind us why we selected this path and why we love what we do.
As we flip towards 2025, we’re energized by the chances forward. Markets will proceed their everlasting dance, however our focus stays unchanged – serving to you construct monetary safety, whereas making a constructive impression on the earth. We’re excited to proceed serving and rising alongside you, our cherished purchasers and group.
Wishing you and yours a peaceable vacation season and a brand new yr crammed with objective and risk.
With honest gratitude,
The Abacus Wealth Companions Workforce
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