429 SANTA MONICA BLVD #500 · SANTA MONICA
Financial Planner in Santa Monica, California
429 Santa Monica Blvd #500, Santa Monica, CA 90401, USA · (888) 422-2287 · Mon-Fri 9am to 5pm
Of the financial planners in Santa Monica on the registry, Eddy Financial ranks first. Abacus Wealth Partners is second of 5.
Abacus Wealth Partners, located in Santa Monica, California, is a financial planning firm that has garnered a reputation for its personalized and compassionate approach to wealth management. With a perfect rating from clients, the team, led by experienced advisors like Ariel Ward and Neela Hummel, focuses on understanding each client's unique financial landscape and values.
Clients appreciate the genuine warmth and expertise of the advisors, who provide tailored guidance and support, fostering a sense of trust and confidence. Abacus is also recognized for its commitment to sustainable investing, aligning financial strategies with clients' ethical values.
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Abacus Wealth is known for its holistic approach to financial planning, focusing on personalized strategies that align with clients' values and lifestyles.
The business is located at 429 Santa Monica Blvd #500, Santa Monica, CA 90401, and clients can find parking options nearby.
Abacus Wealth is a founding Certified B Corp, emphasizing sustainable investing and a commitment to socially responsible financial practices.
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Abacus Wealth operates Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
No. The listing shows Abacus Wealth closed on Saturday and Sunday. It opens Monday, Tuesday, Wednesday, Thursday and Friday.
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Ariel Ward's personalized financial strategies. Jana Davis's expertise in tax planning and investment strategy. Holistic financial planning approach. That is the pattern across 19…
Asked ChatGPT on August 5, 2026; it named Abacus Wealth.
Illuminate Educational Therapy Group, a educational consultant, is a 3 minute walk. GCLA - General Contractor Los Angeles, a general contractor, is a 6 minute walk. Wilshire…
Eddy Financial leads the Santa Monica financial planner leaderboard with an AI Score of 50, followed by Abacus Wealth (48), Gerber Kawasaki Wealth and Investment Management (36)…
Abacus Wealth holds an AI Score of 48. Eddy Financial holds 50. Those are the figures the registry holds for both.
The most recent post on this business’s Google listing is from July 13, 2020. We hold 2 posts from it, read on August 4, 2026.
The business does not require reservations for consultations.
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