Dream Boldly, Plan Intentionally, Live Abundantly

We have been clients of Abaris Financial Group since 2003, and in our almost twenty-year relationship have remained impressed by both the attention to detail in our financial management and the personal care we have received.  As new customers many years ago our then financial situation was carefully examined, assessed, and overall recommendations explained and a plan put forth. In our annual face to face meetings, our financial plan changed as our needs, age and concerns changed. We were welcome to call or email at anytime with questions about money management decisions we were making and always received a prompt, clear understanding of our choices and how best to proceed. Complicated financial jargon was always translated into understandable language for us.  We also often received clear, regular explanations of impactful world financial situations with invitations to call with any questions we might have.

A variety of client activities including wine tastings, and receptions based on client interests helped us know the management team better and fostered a sense of caring and community involvement.  The level of patience and care we have received as clients allowed us to build a trust with Abaris that we find comforting. In a rapidly changing world, the steady guidance of the competent, caring Abaris team has helped us feel safe about our financial situation and we are immeasurably grateful for this peace of mind.

Highly recommend Abaris Financial. The staff is efficient, wonderful to deal with and most importantly extremely competent in the world of financial planning. We are living a life we hardly thought possible. Couldn’t have done it without them!