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To our Shoppers and Pals of Abacus,
As we replicate on the shut of 2023, we discover ourselves compelled to precise our deepest gratitude to you – our cherished shoppers, colleagues and mates. The previous 12 months has been considered one of development, impactful initiatives, volatility, and alter, and your unwavering assist and engagement have been instrumental in enabling us to increase our constructive affect and contribute meaningfully to the world.
Specifically, we’re delighted to share some key accomplishments in 2023 made doable by your assist:
- The Abacus Wealth Companions Scholarship for Elevated Range In Monetary Planning – In 2023, we established a $100,000 scholarship fund geared toward selling range inside the monetary companies 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 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 extra periods throughout Delight 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 sides of cash in a enjoyable and informative podcast. As of November 2023 they’ve launched 30 episodes overlaying matters starting from the gender wage hole to creating work non-compulsory, and even sharing how they personally handle their very own cash.
- Creation of our Advocacy Coverage – Our Director of Affect, Kate Barron-Allicante, labored carefully with our management crew to outline strategic areas the place Abacus can take advantage of affect. In 2023, Abacus’ advocacy within the funding area has targeted on utilizing our voice within the local weather and investing dialog.
- 2023 Affect Report Coming Quickly – We’ve been busy gathering and compiling knowledge all 12 months lengthy in order that we are able to current to you all of the methods we’re dedicated to creating an affect through 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 obtained a number of awards in 2023, together with the NAPFA Basis Professional Bono Service Award, recognition as Actual Leaders High Affect Corporations, acknowledgment amongst America’s High RIAs by Monetary Advisor journal, and being named among the many Finest 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 selections, 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 shoppers, devoted crew members, and our group of supporters and collaborators. There isn’t a Abacus with out you. We prolong heartfelt thanks in 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 Crew
Disclosure:
Awards and recognition by unaffiliated ranking companies, firms, and/or publications shouldn’t be construed by a consumer or potential consumer as a assure that he/she’s 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 companies; nor ought to they be construed as a present or previous endorsement of Abacus Wealth Companions or its representatives by any of its shoppers. Neither Abacus Wealth Companions or its representatives might have paid a payment to take part in among 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, instantly or not directly, if any, just isn’t indicative of future outcomes.
The publish Reflections on 2023: Increasing What’s Potential appeared first on Abacus Wealth Companions.
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