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

Infographic
Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

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WMC globe
Market Commentary
Weekly Market Commentary – October 14, 2019

Chinese and U.S. negotiators reached a tentative agreement to step back from policies designed to inflict damage on each other’s economies as they seek to negotiate a more permanent trade deal. The Chinese agreed to accelerate purchases of U.S. agricultural products,

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Health Savings Account, 2019
Monthly Newsletter
Putting Your Health Savings Account to Work

Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.

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FIRE strategy, early retirement, financial planning, Abaris Financial Group, Concord, Massachussetts
Blog
Nine Questions to Ask Yourself to See ...

By Abbey L. Henderson, CFP®, RLP®, CPCC® I’ve noticed a trend in my conversations with clients lately about whether the FIRE movement—Financial Independence, Retire Early—is a good idea or not. I cannot simply answer yes or no to this question because it depends on a lot of factors – some obvious, some not so much. Retiring at 40 or 50 years old sounds like a dream to some. However, it’s not for everyone. The FIRE strategy requires aggressive saving and the accumulation of enough assets so people can live off the passive income. Then, once financial independence is reached, they...read the full article

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forbes
News
Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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Video
3 Reasons To Consider Long-Term Care Coverage

Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help.

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Blog post
  • 4 Tips to Take Your 401(k) to the Next Level

    The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.Read more

Weekly Market Commentary
  • Weekly Market Commentary – October 7, 2019

    The monthly U.S. employment report created some very positive headlines but also indicated slowing business investment is spilling over to the jobs market. The unemployment rate fell to 3.5%, the lowest level in 50 years. As shown on the accompanying chart, payrolls increased by 136,000 jobs last month, roughly in line with expectations.Read more