Abacus Planning Group, Inc Overview

General Information

Abacus Planning Group, Inc is a multi-family office headquartered in Columbia, United States. Founded in 1998 by financial planner Cheryl Holland, the firm grew out of her fee-only advisory practice and manages the complex financial lives of multiple affluent families, offering integrated investment, estate and tax planning alongside traditional wealth management. It leverages multidisciplinary in-house professionals to steward generational capital and fiduciary governance.