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 families with special needs 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.
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
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.
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.
Financial and retirement planning can be confusing — and it can be even more daunting when you add in Special Needs Trusts, ABLE accounts, government benefits, and planning for long-term care.
Our team provides clarity and helps you build a secure future for the whole family.
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.
Being fortunate enough to use your financial resources to give charitably is a gift in itself. And if you are lucky enough to have reached
The decisions of when to retire, how to fund your retirement and what your retirement will look like are some of the most important questions
For many of us, money can be a source of stress, anxiety, and even shame. In fact, I’d dare to say that we’ve all felt
Let’s Connect!
