Abacus Plannning Group Named to Worth Magazine's List of Top 250 Wealth Advisors in the Nation
December 26, 2008COLUMBIA, SC – December 26, 2008 – Abacus Planning Group, Inc. has been named to Worth Magazine’s list of “The Top 250 Wealth Advisors” in the nation for the sixth time. The number on the list increased in 2008 because the editors of Worth realized that to fairly reflect geographic diversity and professional excellence of the wealth industry, the list had to grow.
And so it has – from 100 to 250. The editors at Worth begin the process with an invitation to their readers to nominate those advisors who represent the absolute best of their profession. Worth also solicits nominations from banks, wealth management and investment firms, and industry associations. The candidates then complete a detailed online questionnaire in which they list their educational and professional credentials and discuss their approaches to customer service, portfolio management and risk.
Based on the quality of these responses and on each nominee’s insights into the current investment climate, Worth editors make the selection. The final step in the process is verification, to the extent possible, that the information the advisors provide is accurate and truthful. The editors are confident in their choices. Those advisors listed impressed the editors with their expertise, dedication, and enthusiasm. They are Worth’s Top 250 Wealth Advisors for 2008.
Abacus, a fee-only financial planning and investment counsel firm managing over $500,000,000 is headed by Cheryl R. Holland, CFP®. Abacus provides advice primarily to physicians, widows, and closely held business owners focusing on the creation and preservation of wealth. Working with Abacus involves a series of sessions with various professionals on the Abacus team which generate thoughtful discussions and creative problem solving for a full spectrum of financial topics and personal goals. The insight gained from this process forms the basis of a customized financial and investment plan.
Abacus is located at 3200 Devine Street, Suite 101 in Columbia, South Carolina and can be reached by phone at (803) 933- 0054 or via the website www.abacusplanninggroup.com.