Abacus named to Top 250 Wealth Advisors list
Abacus Planning Group, Inc. has been
named to Worth Magazine's
list of "The Top 250 Wealth Advisors" in the nation for the sixth time. The number on the list increased in 2008 because the editors of Worth realized that to fairly reflect geographic diversity and professional excellence of the wealth industry, the list had to grow. And so it has - from 100 to 250.
The editors at Worth
begin the process with an invitation to their readers to nominate those advisors who represent the absolute best of their profession.
Worth also solicits nominations from banks, wealth management and investment firms, and industry associations.
The candidates then completed a detailed online questionnaire in which they listed their educational and professional credentials and discussed their approaches to customer service, portfolio management, and risk. Based on the quality of these responses and on each nominee's insights into the current investment climate, Worth editors made the selection.
The final step in the process was verification, to the extent possible, that the information the advisors provided is accurate and truthful. The editors are confident in their choices. Those advisors listed impressed the editors with their expertise, dedication, and enthusiasm.
They are Worth's Top
250 Wealth Advisors for
2008.
Abacus, a fee- only financial planning and investment counsel firm managing over $500,000,000 and is headed by Cheryl R. Holland, CFP®. Abacus provides advice primarily to physicians, widows, and closely held business owners focusing on the creation and preservation of wealth. Abacus is located at 3200 Devine Street, Suite 101.










