We provide high-quality, research-based investment
advice that’s human, approachable and empowering.
Why Abeona?
We Put Your Needs, Values, and Priorities - FIRST.
At Abeona, we believe financial planning is more than just about the numbers. We help clients including single women, couples nearing or in retirement, and young professional families make sense of complex financial decisions and determine the best path forward using analysis – not opinion. In Roman mythology, Abeona is the goddess of the outward journey. We are here to walk alongside you in your financial journey, regardless of where you begin.
This means that we make your life easier by providing expert advice in a way that you can understand. And we don’t ask you for blind trust — we strive to earn your trust by providing research-backed investment and financial planning advice centered around your values.
Our fee-only firm provides comprehensive advice as a fiduciary, meaning that we put your needs above our own.
WE BELIEVE:
- Anyone can grasp basic financial concepts if they are explained in a way that brings understanding.
- Understanding brings ownership, agency, and confidence.
- Financial markets work, and good outcomes come from focusing on what you can control.
- Implementation is an important component of any plan, and we aim to provide responsive client service that makes your life easier.
Our Services: Financial Guidance for Your Journey
We offer tailored financial services designed to meet you where you are and help you move toward where you want to be. Each service reflects our commitment to understanding your needs and values and providing high quality advice
Understand what your money means for the life you want. We connect your resources with your values through smart investment management and advanced financial planning
Financial guidance that meets you where you are. We provide education, strategies, and a plan forward to help you build confidence and independence
Navigate divorce finances with clarity. We help you understand assets, evaluate settlement options, and build a stable foundation for your future
Who We Serve
Our team is here for you for every big milestone and meaningful moment.
Live the life you’ve always imagined with a trusted partner by your side
Single Women
Whether you’re widowed, divorced or have never been married, Abeona provides objective, quantitative advice that helps you define your life’s goals and passions.
We’ll work together to chart the best path forward during all of life’s transitions.
Couples Nearing
or In Retirement
You worked hard and raised a family, and now you’re wondering when and how you’ll retire. We help couples prepare for this next phase of life.
We don’t just focus on the numbers — we develop a retirement plan that’s in line with your values and goals.
Young Professional
Families
Are you on sound footing to meet your goals, protect your family, and take you where you need to go? Make the best choices now to have the best outcome later.
Our team provides clarity and helps you build a secure future for the whole family.
Financial Empowerment, Every Step of the Way
With Abeona at your side, you can be confident in your financial future. We are proud to be a partner to our clients as they advance through exciting and sometimes unexpected life milestones and challenges – such as building careers and starting families, or coping with a loss and planning for extended care. We provide the tools needed to succeed at every step, including comprehensive wealth management, financial coaching, and building your wealth.
You can count on us to go the extra mile for you, your family, and your business — every time.
Recent Articles
When Two Become One Portfolio: Investment Planning for Couples
Money is personal, but when you’re part of a couple, it’s also shared. From deciding whether to renovate the kitchen to planning for retirement, couples
From Concentration to Confidence: A Smarter Approach to Business Wealth
As a business owner or executive, you’ve poured time, energy, and capital into building something meaningful. After all, your business isn’t just a source of
The Ripple Effect: How Generational Wealth Planning Shapes Your Legacy
At some point, we all think about what we’ll leave behind—not just in terms of assets, but in the lessons, values, and security we pass