About Abacus Wealth Partners
Abacus Wealth Partners is a national financial management firm that is committed to bringing self and global awareness as well as sustainability to investment management. We seek to achieve high investment returns, which provide more capital to fund philanthropic and other beneficial projects, as well as investing in sustainable companies without sacrificing investment return.
We wish to change the way spending, investing and giving are viewed in the financial and larger community, and to promote the standards which being a B Corporation represents. We want to make it easy for our customers to support this incredible movement and continue the drive to create positive social impact in our communities.
At Abacus, we use comprehensive financial analysis and time-tested financial strategies to create an individually tailored plan that helps our clients maximize their financial wealth and achieve their most important personal goals. Because we are fee-only™ and independent of any major financial services company, our advice is completely objective and our choices of planning strategies and financial instruments are unlimited.
The Change We Seek™
Abacus seeks to change the world, one portfolio at a time.
• All of our investment portfolios align personal financial goals with socially responsible investments. We believe that investing in companies making a positive impact in their community increases their success and produces a high rate of return for our clients.
• We donate a minimum of 5% of our profits to charity. In addition to our socially responsible investments, we actively support our local organizations committed to making a difference in the community around us.
• Our profit-sharing compensation structures ensure that all members of the firm are financially committed to our clients' and the firms' success and are being good stewards of their own financial resources. We are focused on annual profitability to ensure the firm's longevity.
Founding B Corporation
Abacus Wealth Partners, LLC
- Industry: Investment Advisor
- Product/Services: Financial
- Location: Philadelphia, PA
- http://www.abacuswealth.com
Summary:
Certified: October 2007| Points Earned | % Points Available | |
|---|---|---|
| Accountability » | 9.5 | 64% |
| Employees » | 33.8 | 58% |
| Consumers » | 18.4 | 33% |
| Community » | 16.9 | 38% |
| Environment » | 9.6 | 48% |
| Composite B Score | 88.2 | 48% |
- >80 out of 200 is eligible for certification
- >60% points available = Area of excellence
Highlights:
2008 B Impact ReportEnvironment: >51% office supplies come from recycled materials, >50% facilities near public transit, >50% carbon inventory offset
Employees: 100% employees reimbursed for Continuing Education, All employees paid a living wage, >6% of net profits included in profit sharing plan, >50% individual/family health insurance premiums covered
Community: >50% ownership in same community as 2/3 workforce, >50% employees are women, >75% employees take time off for community service, >5% net profits given to charitable organizations
