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Abacus Planning Group, Inc Overview
Type
Multi Family Office
Year Founded
1998
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.
Contact Information
Website:
https://abacusplanninggroup.com/
Year Founded:
1998
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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