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

forbes
News
3 Roth Conversion Traps To Avoid After The ...

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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trust services, financial planning
Blog
How to Use a Trust as a ...

Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.

Read More
WMC 2020 china trade
Market Commentary
Weekly Market Commentary – January 27, 2020

In a week in which impeachment news produced the top headlines, markets reacted more to news about a virus in central China. A coronavirus apparently coming from an open-air food market in Wuhan raised concerns the Chinese would reduce spending just as the Chinese New Year vacation is starting.

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Infographic
10 Tax Planning Tips Your CPA Might Have ...

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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New Year’s resolutions, financial planning, wealth management
Monthly Newsletter
Why We Don’t Keep Our Financial ...

So, did you hop on that new Peloton this morning or have you already broken the streak? Which diet are you planning on starting next week … or maybe the week after? Has your December credit card statement come in the mail and perhaps inspired you to make money-related goals in 2020? New Year’s resolutions are nothing new – neither is breaking them.

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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.

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Blog post
  • Abaris Financial Group’s Charitable Board: Who We Support and Why?

    By Abbey L. Henderson, CFP®, RLP®, CPCC® Here at Abaris Financial Group, supporting our local community is one of our core values. We find that it draws our team closer together as it gets us talking about things that are important to us. We discover each other’s core values and what we want to do to make a difference, whether it’s volunteering our time or our money. That’s why our staff, friends and clients come together a couple of times a year to be part of the AFG Charitable Fund. We donate a total of $10,000 each year to local …Read more

Weekly Market Commentary
  • Weekly Market Commentary – January 21, 2020

    Optimism from continued progress on trade pushed the S&P 500 to new highs last week. The U.S. and China signed a “phase one” deal that included an agreement by the U.S. to reduce tariffs in exchange for promises of increased purchases of U.S. goods by China and adjusted rules to allow U.S. corporations to better compete in China.Read more