• Ready To Breathe Life Into Your Financial Plan?

    An exceptional life starts with an exceptional plan.

    Schedule An Appointment

Ready To Breathe Life Into Your Financial Plan?

An exceptional life starts with an exceptional plan.

Effective Game Plan

Advice In Common Language

Straightforward Fees

You Deserve To Understand What’s Happening With Your Money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Abaris Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

1 QUESTION

What are you going to do with my money?

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

2 QUESTION

Can you handle the complexity of my situation?

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

3 QUESTION

How can you make my life easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Abaris Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover The Right Investment Strategy For You.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

Next

Let’s Build The Future You’ve Earned. Together.

Our mission is to change lives by bringing personal fulfillment and a lasting legacy to our clients through comprehensive, fee-only financial planning, life planning, coaching and investment management services. Abaris Financial Group is a wealth management firm based in Concord, Massachusetts, serving affluent individuals and families.

Contact us today and let Abaris help you on your True Wealth journey.

Are You Ready To Join Us On This Journey?

Schedule a complimentary financial life plan discovery session with us to learn more about the benefits of financial life planning.

First Name*

Last Name*

Email*

Phone Number*


Our Financial Planning Services Are Built On Trust, Transparency and Accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.

Financial Life Planning & Coaching

Your life and financial goals are forever intertwined. Your portfolio shouldn’t represent market whims, or even what your advisor prescribes, but who you are.

Traditional Wealth Planning

Traditional wealth planning is the foundation of all that we do. We follow a 4-step process to create a customized roadmap to achieving your goals.

Life Transition
Planning

Change can be challenging even in the best of circumstances and having an experienced trusted advisor to help you navigate uncharted territory can reduce your stress and make for a smoother experience.

Estate, Tax &
Philanthropy Planning

Creating a legacy gives meaning to life. What is important to you? How do you want to be remembered?

Portfolio
Management

The Abaris team sees investments and portfolio management as an important tool to help you achieve your dreams.

Private
Trust

One of the most important decisions in estate planning is who to name as trustee.

Download One Of Our Free Guides.

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

Insights

Abaris Financial Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.

Gift-giving and financial planning
Monthly Newsletter
How to Give More than Stuff for ...

Think about the best holiday gift you ever received. For some of us, that memory is pretty murky, but chances are you’ll come up with a toy you played with until it fell apart, or the bike you rode until the wheels fell off. Think about the “frame” that memory is in: was the gift exactly what you told your parents you wanted?

Read More
WMC 2019 office supplies
Market Commentary
Weekly Market Commentary – December 2, 2019

Trade negotiators remained primarily responsible for the market yo-yoing up and down in a tight range. Last week, the U.S. and China both shared positive comments about the status of negotiations toward a “Phase One” deal. Asian economies are more tightly tied to trade than other regions, and economic data from the region remains weak.

Read More
Social Security Income Is Taxable
Blog
Yes, Social Security Income Is Taxable – But ...

As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.

Read More
Q4 2019
Video
Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Read More
Blog post
  • A Simple 3-Step Process to Optimizing Your Budget

    A Simple 3-Step Process to Optimizing Your Budget By Abbey L. Henderson, CFP®, RLP®, CPCC® Creating and optimizing your financial budget requires making some difficult decisions. In the years that I’ve spent as a financial life coach, time and again I’ve seen clients struggle with budget optimization. They often find it difficult to prioritize and cut out non-essential items. If this is your experience, I encourage you – do not give up! A budget is one of the most important things you can do for your financial plan as it gives you the financial direction you need to make everyday …Read more

Weekly Market Commentary
  • Weekly Market Commentary – November 25, 2019

    Happy Thanksgiving! After a few weeks where growing hopes of a U.S.-China trade deal propelled markets higher, the opposite occurred last week. Trade negotiations took a small step backward, and global stocks followed. Other global economic news was generally positive.Read more