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)?

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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.

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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

Video
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These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

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Coronavirus and the Markets Q&A: 5 Industry-Leading ...

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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Anyone who uses a computer these days won’t be too surprised to see an update notification pop up on the screen. While you’re reading your email or playing Scrabble, irritating little boxes will jump in front of you declaring your virus protection out of date or offering a new, improved version of whatever app you’re using. It’s a part of modern life.

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3 Roth Conversion Traps To Avoid After The ...

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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Infographic
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There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Weekly Market Commentary