Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.Read more
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.
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.
Download One Of Our Free Guides.
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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.
Market Commentary
Weekly Market Commentary – September 9, 2019Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%. Read more
Video
5 Tips to Survive a Market DownturnCheck out this video for 5 tips to survive a market downturn. Read more
Blog
Should you invest in a Roth or ...Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
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Monthly Newsletter
Celebrating True Financial FreedomFourth of July! We stand in the haze of firework smoke and barbecue grills enjoying our family, sweating in the heat. On this most nostalgic of holidays, we celebrate the independent spirit of what it means to be an American. More than a one-time political event in distant history, this is the freedom to stand on our own two feet and pursue our unique destiny. Read more
Weekly Market Commentary
- Weekly Market Commentary – September 3, 2019
Global stocks rallied sharply last week and erased much of the decline experienced in August. Economic news was generally in line with recent themes, and the Chinese government’s comments expressing its willingness to negotiate reassured investors.Read more