Abacus Planning Group is a family office - multi based in Columbia, United States, founded in 1998. Verified contact details, AUM data, and investment preferences on FindLPs.
Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP® serving over 170 families.\ \ Everyone at Abacus is here for the same reason you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams. Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions. \ \ Everything we do and the way we go about doing it is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing \"foundation laying\" program. \ Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services.
Investment types: Philanthropy, Joint Venture/Partner, Asset Disposition
Sectors & themes: Investment Management, Wealth & Estate Planning, Legal & Tax Services, Impact Investing, Charitable Investments Finance, Financial Services, High-Level Sectors, Values-Based Investing, Non-Profit
Preferred geographies: United States, Canada
Location: 2500 Devine Street\\nColumbia\\nSouth Carolina\\n29205\\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.