No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.Read more
Effective Game Plan
Advice In Common Language
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.
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.
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.
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)?
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.
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.
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 &
Creating a legacy gives meaning to life. What is important to you? How do you want to be remembered?
The Abaris team sees investments and portfolio management as an important tool to help you achieve your dreams.
One of the most important decisions in estate planning is who to name as trustee.
Download One Of Our Free Guides.
Abaris Financial Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
Market CommentaryWeekly Market Commentary – November 11, 2019
Last week was quieter following the multiple major data releases and Fed meeting the previous week. England and Australia left interest rates unchanged. U.S. and Chinese trade data showed both economies continue to struggle with the effects of a trade war.Read More
Monthly NewsletterHow to Maximize Your Giving with a ...
Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift.Read More
BlogA Simple 3-Step Process to Optimizing Your ...
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 the full articleRead More
Weekly Market Commentary
- Weekly Market Commentary – November 4, 2019
Last week was the business economic data week of the year. The Federal Reserve cut interest rates for the third consecutive meeting. Third-quarter GDP grew 1.9%, beating expectations of 1.6% while still falling short of 2% because of weakness in trade and business investment.Read more