Abacus Planning Group

About Abacus Planning Group

Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP® serving over 170 families.\ \ Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams. Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions. \ \ Everything we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing \"foundation laying\" program. \ Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services.