Abacus Planning Group, Inc.

Abacus Planning Group, Inc. is a financial planner in Columbia, SC, located at 2500 Devine St. The firm specializes in fee-only financial advising for families with complex assets and intricate family relationships, including closely-held businesses, illiquid assets like real estate and timber, and multi-generational wealth. Services span retirement planning, portfolio design, and after-tax wealth creation through year-round tax planning. The firm supports clients with education planning for children and grandchildren, long-term care planning, and the integration of family assets into a unified financial strategy. Abacus also offers family business advising to help maintain unity and manage shared estates, as well as foundations and endowments management. The team includes certified financial planners and charter financial analysts who provide investment management, asset allocation, and regular performance reviews. The firm emphasizes listening and collaboration, aiming to merge big-picture visions with intricate details to craft plans centered on client values. Founded in 1998 by Cheryl Holland, Abacus Planning Group began with a commitment to a fee-only model that prioritizes client independence over commissions. This history as a pioneer in integrated, holistic financial advising has shaped a culture centered on listening, creativity, and collaboration. The firm’s approach involves creating a foundation for financial peace of mind in the first year, modeling future scenarios for retirement and business succession, and assessing income tax returns to reduce taxes. Abacus also facilitates discussions between clients and adult children regarding estate plans and succession, and helps clients explore philanthropic goals to create high-impact giving strategies. The team focuses on minimizing risk, harvesting losses for tax benefits, and developing a long-term perspective to overcome market emotions. Abacus Planning Group, Inc. is a fee-only financial planner in Columbia, SC, located at 2500 Devine St. It holds a rating of 4.9 based on 148 reviews.

The firm is situated on Devine Street, just a quarter mile from Emily Douglas Park and the Shandon neighborhood. It is also near Shandon Presbyterian Church and Hand Middle School.

BizScoreAI awards the business a perfect 100 out of 100 for its Discoverability score. This means AI crawlers can access and find every page of the website, which is the essential first step for any AI assistant to recommend the business. The business also achieves a 91 out of 100 for its Technical score. This confirms the website is secure and indexable, allowing search engines to read it without errors.