Firm name: Abaris Financial Group

Firm location: Concord, MA

Firm size: 6 team members

AUM: $143MM

Year founded: 2001

Joined Carson: April 2019

We are excited to announce Abaris Financial Group is now a Carson Partner firm! The Massachusetts-based firm was founded in 2001 by current CEO, wealth advisor and coach Abbey Henderson.

Abaris believes clients’ dreams – not needs or trends – should more deeply drive their finances. And that holistic, comprehensive financial planning will help provide the roadmap to those dreams. That means offering a range of services including:

  • Portfolio management
  • Traditional wealth planning
  • Financial life planning & coaching
  • Estate, tax & philanthropy planning
  • Life transition planning
  • Private trust

And that also means working closely with the other supporting professionals in clients’ lives to collaborate on a plan that fits them best.

A common vision of putting the client first and providing a high-level customer experience is why many firms like Abaris have chosen to join Carson Partners. Founded in 2012, the Partner program simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management and operations for advisor firms. With over 90 partners, Abaris joins a strong community of like-minded firms.

00442594 – 05/07/19

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