Who We Serve

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.

  • Single Women
  • Couples & Retirement
  • Families with Special Needs

Single Women

Whether you are going through a difficult divorce, recovering from the loss of your spouse, or charting your path on your own, Abeona educates, empowers, and helps you gain control over your financial life during times of transition.

  • Disciplined and diversified investment management
  • Human Capital planning
  • Short-, medium-, and long-term goal guidance and tracking
  • Cash flow analysis and management
  • Understanding what you have, what you need, and where the two meet
  • Family legacy planning

 

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.

Couples & Retirement

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:

  • Family values and goals for the next phase in life
  • Current and future financial well-being
  • Investment and income strategies
  • Legacy plans and philanthropic intentions


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.

Families with Special Needs

Families with special needs have to consider long-term planning, coordination with government benefits, different insurance needs, and several other complex issues that others don’t have to worry about.

We know that doctor and therapy appointments, school meetings, and day-to-day stressors leave little time for financial planning. Abeona can help you build a secure financial future for your whole family in a way that makes life easier. We can assist with:

  • Goal setting and financial planning
  • ABLE Account planning
  • Special Needs Trusts
  • Coordination with other professionals

 

Having started her career as an early childhood special educator, Abeona’s founder Mary Meadows Livingston, CFA, CFP® has both a heart for working with families with special needs and an understanding of the world that you are now navigating.

Harness Industry-Leading Resources

At Abeona, we offer a personalized client experience, both in person and remotely. We leverage technology provided through Equita Financial Network 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® and Mario Nardone, CFA. All of our relationships and expertise allow us access to a myriad of high-quality, industry leading tools.

Schedule a Discovery call to learn more about how we can help you pursue your goals.