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.

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.

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.

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. Explore services

    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. Learn more

    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. Learn more

    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. Learn more

    Portfolio Management

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

    Estate, Tax & Philanthropy Planning

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

    Estate, Tax & Philanthropy Planning

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

    Insights

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

    Blog
    Trends to Watch Out for in Q1 2022

    We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron variant is spreading across the country.

    Read More
    Market Commentary
    Market Commentary: Housing, Equity Markets Decline with ...

    Equity markets have given back some of last year’s gains. Higher interest rates appear to be the major cause. As the Federal Reserve prepares for its first meeting of the year, investors have raised the odds of four interest rate hikes to approximately 70% from less than 30% one month ago (Figure 1). Fed Chair Jerome Powell’s press conference after the meeting will likely be scrutinized for further guidance concerning interest rates.

    Read More
    Video
    Quarterly Market Outlook Highlights: Q1 2022

    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
    Tax-Loss Harvesting
    Monthly Newsletter
    Any Time is Tax-Loss Harvesting Time

    Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.

    Read More
    Blog post
    • The Opportunity in Change: How Changing Goals Change Financial Plans

      During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to take out home equity or get a bridge loan, we were able to put a down payment on the second home and be OK for those three weeks.Read more

    Weekly Market Commentary