Abacus Planning Group

Abacus Planning Group is a financial planner in Greenville, SC, located at 115 E Camperdown Way. The firm partners with families to manage complex assets and family relationships through fee-only financial planning. Services include wealth planning, investment management, family business advising, and support for foundations and endowments. The team integrates investment management with comprehensive wealth planning, covering tax strategy, estate planning, education funding, and charitable giving. They assist clients with cash flow needs, business succession, and intergenerational wealth transfer. The firm serves individuals seeking retirement security and families managing illiquid assets such as real estate or timber. The firm was founded in 1998 by Cheryl Holland, who established a fee-only model to prioritize client goals over commissions. Abacus is a pioneer in fee-only, integrated, holistic financial advising. They employ over 30 staff members across two offices, including 15 certified financial planners and charter financial analysts. Their approach emphasizes deep listening and collaboration to create plans aligned with personal values. The firm models future scenarios for retirement and business retention. They provide foundation plans for financial peace of mind and integrate family assets into broader financial strategies. Specialized support includes guidance for aging parents, adult children launching careers, and families navigating succession plans. Wealth planning services include retirement planning through cash flow modeling and portfolio design tailored to specific time horizons and values. After-tax wealth creation focuses on year-round tax planning. Investment management involves establishing asset allocations, selecting diversified funds and ETFs including public, private, and ESG options, and monitoring performance with regular updates. The firm assesses income tax returns to identify savings strategies and reviews portfolio performance regularly. They assist with philanthropic planning to ensure charitable goals align with financial capacity. The team engages in ongoing education to maintain expertise in changing tax laws. Their culture centers on listening, creativity, and collaboration. They commit to radical responsibility and confidentiality to protect client information. The firm’s reputation is built on its long-standing presence in the financial planning industry and its dedication to client-centric service. By focusing on the technical and human aspects of financial problem-solving, Abacus Planning Group has earned the trust of families and business owners in the Greenville area. Their ability to merge big-picture vision with intricate details allows clients to achieve their financial objectives. Abacus Planning Group combines decades of experience with a personalized approach to help Greenville residents and local business owners secure their financial futures and preserve their legacies.

The firm is situated on E Camperdown Way, approximately a tenth of a mile from South Church Street. It is also near notable local features such as Lower Reedy River Falls and The Shaw Garden.

BizScoreAI awarded the business a Performance score of 100 out of 100, which measures how quickly the website loads to keep visitors engaged and aid search engine rankings. The business also received a Discoverability score of 75 out of 100, reflecting its solid ability to allow AI crawlers to find every page for potential recommendation.

Services:

• Family Business Advising
• Foundations & Endowments
• Investment Management
• Wealth Planning