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 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.

WE BELIEVE:

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.

Families
with Special Needs

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.

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

Take a Breath

We are now about 7 months from the beginning of “lockdown” that began in mid-March in Birmingham. The novel coronavirus and global pandemic have brought

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Leveraging an ABLE Account

Many families who have a child with special needs find themselves navigating complex rules around qualifying for Supplemental Security Income (“SSI”). SSI is available once

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