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)?
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. 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
The Abaris team sees investments and portfolio management as an important tool to help you achieve your dreams. Learn More
Market CommentaryWeekly Market Commentary – June 24, 2019
The S&P 500 continued its strong June performance and reached a new high Thursday, before inching lower on Friday. The openness of the Federal Reserve to cutting rates at its next meeting, along with renewed optimism on trade, shot markets higher. The S&P 500 climbed 2.2% for the week. The MSCI ACWI gained 2.4% as international markets performed well. The Bloomberg BarCap Aggregate Bond Index rose 0.4% as bond prices typically increase when yields fall. Read more
BlogThe Progression of Financial Planning Through Every ...
By Jamie Hopkins
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.
Each decade is riddled with its own risks and problems so it’s important to know what to expect. Which decade can you afford to take more risk? Which decade should you really start to plan for retirement? Which decade should you focus on managing debt? Read more
Monthly NewsletterTeaching Kids about Money in the Summer ...
Summer arrives – bees, picnics, nostalgia and the chaotic sound of kids everywhere. It’s enough to bring back memories of sweating behind a lawnmower or scrubbing grandpa’s car to get a few precious dollars to spend at the mall or the movies. Read more
- How to Buy a Car Without Losing Your Mind (or Your Wallet)
By Erin Wood
Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped. Read more
Weekly Market Commentary
- Weekly Market Commentary – June 17, 2019
The S&P 500 followed up the previous week’s strong gains with an increase of 0.5% last week. Decent economic data was encouraging but not strong enough to change expectations for much-desired interest rate cuts this year. The global MSCI ACWI climbed 0.3%. Heightened risks loom in the global market from tanker attacks and Hong Kong protests. The Bloomberg BarCap Aggregate Bond Index was unchanged as expectations for economic growth remained subdued. Read more