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ABRAMSON FINANCIAL PLANNING, LLC
Abramson Financial Planning, LLC is an advice-only financial advisory practice led by Lorne Abramson that specializes in people approaching or already in...
Overview
Abramson Financial Planning, LLC is an advice-only financial advisory practice led by Lorne Abramson that specializes in people approaching or already in retirement. As a fiduciary, the firm provides independent, objective advice for a flat project fee and on an hourly basis for returning clients, without accepting commissions or managing portfolios. It embraces a broadly diversified, low-fee index fund approach and offers guidance across retirement accounts, retirement income planning, insurance planning, and tax management.
General information
Firm type
Multi Family Office
Principals
Lorne Abramson
CFA, CFP®, EA
Lorne Abramson
Sector focus
Frequently asked questions
Is Abramson Financial Planning registered with the SEC?
Yes, the firm is registered as an investment adviser with the U.S. Securities and Exchange Commission. This registration imposes fiduciary duties and regular regulatory reporting.
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