Lamb Financial Planning Merges with Abacus Wealth Partners

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Lamb Financial Planning, a financial planning firm based in Encino, Calif., has merged with Abacus Wealth Partners.

Lamb Financial Planning Merges with Abacus Wealth Partners

Lamb Financial Planning Merges with Abacus Wealth Partners

This merger will allow Lamb Financial to bring our hourly-based and flat-fee financial planning to a wider range of clients, while also expanding our available services to our existing clients.

Lamb Financial Planning, a financial planning firm based in Encino, Calif., has merged with Abacus Wealth Partners. Abacus is a leading provider of comprehensive financial planning, investment management and wealth management services in California and across the U.S.

“This merger will allow Lamb Financial to bring our hourly-based and flat-fee financial planning to a wider range of clients, while also expanding our available services to our existing clients. It was important to me that our firms have the same vision and philosophy to offer financial planning to clients at every level and I am thrilled to say it is our common goal and my driving passion to bring these services to more individuals,” said Lara Lamb, founder of Lamb Financial Planning.

“Abacus Wealth Partners and Lamb Financial Planning share the same commitment to helping people achieve the things that matter most to them,” said J.D. Bruce, President of Abacus Wealth Partners. “By working together, we can provide financial planning services to a greater variety of people, including those who may have been unable to access the services at Abacus. Previously we had a minimum investment size of $50,000, which was as low as we could make it. I’m excited to be able to tell the world that, as a result of this merger, we’ve finally been able to lower our minimum to zero.”

Partnering with Abacus Wealth Partners will allow Lamb Financial to continue to provide affordable financial planning, while also making comprehensive ongoing investment management and wealth management services available to clients. Current and future Abacus clients will also enjoy greater access to affordable financial planning services.

Lamb Financial Planning was founded in 2009 by Lara Lamb, CFP®. Her goal in founding the business was to expand access to financial planning services to people at all income levels and from all walks of life. Lamb has more than a decade of experience in the financial planning industry, including serving as a Vice President and Partner at Gainsborough Financial Consultants, Inc. for eight years. She also sits on the Advisory Board to the UCLA Extension Personal Financial Planning program and currently serves as the President of the Los Angeles chapter of the Financial Planning Association.

About Abacus Wealth Partners

Abacus Wealth Partners is an independent, Fee-Only™ registered investment advisor headquartered in Santa Monica, Calif., and with offices across the United States. For the past 25 years, the financial advisors of Abacus have used their financial planning and investment management expertise to help clients achieve their most important personal, family, and professional goals.

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J.D. Bruce, President
@AbacusWealth
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