Abacus Planning Group

Abacus Planning Group is a financial planner in Greenville, SC, serving individuals and families with comprehensive wealth planning, investment management, and estate planning services. The firm specializes in complex financial situations, including family business advising, long-term care planning, education funding, and managing large or illiquid assets. They focus on creating personalized, holistic financial strategies rooted in clients’ values and life goals, with an emphasis on tax efficiency, cash flow planning, and long-term sustainability. Their service area includes Greenville and surrounding communities, and they are recognized for their fee-only advisory model and client-centered approach.

The firm emphasizes a collaborative process built on listening and exploration, designed to integrate financial planning with life goals. They offer structured services such as Foundation Year planning, which focuses on goal setting, financial independence modeling, and investment policy development. Their approach includes ongoing portfolio management, tax planning, and guidance for major life transitions, including retirement, business succession, and family dynamics. They also provide specialized support for foundations, endowments, and complex family structures, helping clients navigate challenges like multi-generational wealth transfer and asset location.

Abacus Planning Group is located on E Camperdown Way in Greenville, SC, about a tenth of a mile from South Church Street and near several natural and cultural landmarks. The office sits close to Lower Reedy River Falls, Falls Overlook, The Shaw Garden, Reedy River Falls, and the public artwork Untitled 2002-2003, all within a short distance of the building.

The firm is known for its deep expertise in wealth planning and client success, particularly with clients managing substantial assets and complex family dynamics. Their fee-only model ensures alignment with client interests, and their focus on long-term financial health, tax efficiency, and life-purpose-driven planning sets them apart in the local financial advisory landscape. They are dedicated to helping families thrive not just financially, but in the broader context of life’s meaningful goals.

Services:

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