Financial Managers

Abacus Planning Group

2500 Devine Street

Columbia, SC 29205

Phone: (803) 933-0054

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Abacus Planning Group, a fee-only financial planning and investment counsel firm, is celebrating its 20th anniversary serving more than 200 families with assets exceeding $1.1 billion. Abacus primarily serves families with shared resources that range from real estate holdings to family enterprises, from generational inheritances to new, creative entrepreneurial pursuits. The common thread is the spirit Abacus brings to working with each family — providing experienced and objective guidance that balances the complexities of kinship and the mandate of wealth stewardship.
As founder Cheryl Holland recounts, “Starting Abacus was my professional chance — and personal challenge — to create a unique culture centered on listening, creativity, and collaboration.” She goes on to say, “The most rewarding part of these past two decades has been our success in bringing together bright and talented folks who genuinely connect to the Abacus culture. It motivates them to flourish. In my eyes, a thriving team translates into thriving clients.”
The Abacus team is more than 25 strong with three next-generation shareholders. Professionals who work as a seamless unit offer the confident advice, the step-by-step guidance, and the efficient implementation necessary for a client to make effortless decisions on matters such as investments, retirement, estates and trusts, insurance, risk management, philanthropy, and more.
Another Abacus point-of-distinction (and pride) is the firm’s commitment to fiduciary standards. When the Institute for the Fiduciary Standard announced the goal of creating a Best Practices Professional Code of Contact, an Abacus team member was chosen to serve on the Chairman’s Council that crafted the 12 Best Practices actions — ranging from “everything in writing” to “avoiding compensation in association with client transactions.” Abacus then became one of only 25 firms in the nation to be among the first class of Best Practices Advisors. This is only natural since, from day one, the Abacus mantra has been “to act on behalf of our clients and not ourselves.”
Everything Abacus does is guided by the mission to provide client-centered, holistic financial planning services to families with shared assets: a mission honored with integrity, clarity, and the desire to continually enhance the firm’s wisdom and services.