About Our Agency
Traditional Services with More Convenience…

We believe the financial services world was founded on biased origins. It’s a sales-driven system in which compensation to the advisor/agent both motivates and mitigates their behavior. When a system is sales-driven, the sense of urgency is tied to transactions, which creates a lack of trust.

Earning and maintaining a trusted professional status is a battle fought everyday throughout the financial services world. In an industry where various proprietary and promotional incentives are common, this creates a major challenge. Our goal has always been to develop relationships which move us beyond those corporate interests and can now proudly offer a conflict-free environment.

Our Vision
For over 25 years Abacus Personal Finance has practiced with one basic thought in mind, that a client’s success is also our success! Abacus Personal Finance is a full service agency offering an awareness for tax strategy and the after tax result. We consult with tax, accounting and legal professionals who often assist with our goal-based planning as necessary.

Our Mission
Abacus Personal Finance will…
​*Prepare personalized financial strategies designed to create a better tomorrow with no minimum account size
*​Ensure our services are available to any and all interested in receiving individualized financial guidance

Our Values
Abacus Personal Finance’s goal has always been to build relationships, which is why we can proudly offer a conflict free environment that is mutually collaborative and educational. This approach creates a client/company culture built upon…

Trust
Integrity
Balance
Convenience
Discipline

Our Strategy
We come to you… in-home, at work, over lunch or coffee… wherever life leads you! A concierge level service offering the convenience a busy world requires. We believe our commitment to in-home consultations makes us unique. However, technology offers a less-invasive option for any scheduled phone conference by utilizing our screen-share capabilities.

The author of this website is registered to transact business in the following states…
New Jersey, Pennsylvania, Delaware and Maryland

non-securities related services provided through
Abacus Personal Finance an Independent Entity Not Owned or Operated by SA Stone Wealth Management
Newark, Delaware 19713 (800) 921-1945

securities products and services offered through
SA Stone Wealth Management - 2 Perimeter Park South Ste. 500W Birmingham, AL. 35243 (888) 404-2941
A Registered Broker-Dealer Member FINRA/SIPC
SIPC ACCOUNT PROTECTION   FINRA BROKERCHECK ACCESS
www.saswealth.com

Content was developed from sources believed to be providing accurate information. This material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All content presented on this website is for informational purposes only. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Providing said information does not, in any form, oral, written or otherwise, create, establish or develop a relationship between Abacus Personal Finance or its affiliated third parties with the reader of material presented herein.

Products and services available through SA Stone Wealth Management (unless stipulated) are not FDIC insured; not guaranteed by any bank and are subject to risks normally associated with those products or services including the possible loss of the principle amount invested.

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