Your purpose and passion guide us in designing strategies and solutions that best meet your needs, challenges, and goals. At Abeona we know that it’s more than just planning, number-crunching, and strategizing.
You have a unique story and background. BE HEARD.
Whether you’re a single woman defining her career and financial goals or starting out on a new path, a couple who wants their voices heard, or a parent who wants the best future for their child with special needs, Abeona’s mission is to financially empower our clients to live the life they want. We’re lucky to have a front-row seat to your most meaningful milestones and challenges— landing that major promotion, starting a family, finally clocking out of work for good or managing a transition like divorce or loss — and it’s a privilege we take seriously.
Whether you’re a career-focused professional building your wealth independently, navigating life after divorce, recovering from the loss of your spouse, or confidently charting your path, Abeona offers tailored wealth management strategies that educate, empower, and help you maintain control over your financial life. Our services include financial planning for divorce for those experiencing transitions, but we equally support ambitious women seeking to grow and protect their assets on their terms.
Women can often be excluded or intimidated from participating in financial planning and investing. This gender investing gap can be extremely detrimental. It’s time we included women in the financial conversation and changed the narrative.
We help soon-to-be retirees find the answers to those “what-if” scenarios like:
“When can I retire?”
“What if my money doesn’t last throughout retirement?”
“How can I make the most of my 401(k) and IRA savings while living a full life in retirement?”
To answer these questions, we can’t just take in account your investment portfolio and net worth number. We must also consider:
These are the four factors essential to building a sound wealth management plan. We will stay beside you to monitor and execute the details, both large and small, so that you can focus on what is important to you.
When you’re working to build your career and raise a family, there isn’t much time left to make sure you’re on the right path to reach your short-term and long-term financial goals.
Make sure that you are putting your hard-earned money in the right places to reach those goals. Abeona can help you build a secure financial future for your whole family through our planning and coaching services.
We can assist with:
Having started her career as an educator, Abeona’s founder Mary Meadows Livingston, CFA, CFP® can help you understand the financial concepts that you need to know and give you actionable steps to protect and plan for your family.
At Abeona, we offer a personalized client experience, both in person and remotely. We leverage technology provided through Navigate Wealth Management and utilize resources from leading mutual fund companies like Vanguard and Dimensional Fund Advisors. We offer financial expertise from our in-house CFA Charterholders, Mary Meadows Livingston, CFA, CFP®, Caleb Hopkins, CFA, CFP® and Johan Grahs, CFA. All of our relationships and expertise allow us access to a myriad of high-quality, industry leading tools.
