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.
