Abacus announces merger with Beckwith Financial Advisors in Greenville
September 7, 2017
Abacus Planning Group is proud to announce its merger with Greenville-based Beckwith Financial Advisors.
Professional colleagues and friends for more than 25 years, Beckwith founder Cary Beckwith and Cheryl Holland joined forces to create a state-wide wealth management firm. “The door was always open for this possibility,” says Abacus President, Cheryl Holland. “I am excited that we were able to merge talent and expertise for our joint clients.”
Managing a billion dollars on behalf of its 200 plus clients, Abacus is a wealth management firm that primarily serves families with shared assets especially closely-held businesses.
