President
Abacus Planning Group
3200 Devine Street, Suite 101
Clientele: Closely-held business owners; recently divorced or widowed individuals; professionals
Compensation method: Fee-only
Fee: Combined fee for financial planning and asset management, beginning at $12,000/year
Assets under management: $300 million (approx.)
Education: A.B. in Economics from Bryn Mawr College (cum laude)
Outside interests: Family–husband, 10-year-old daughter, two dogs, three hamsters
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