Abacus Planning Group Advisor earns IRS Enrolled Agent designation

September 21, 2023

Abacus Planning Group proudly announces that Stephen Maggard, CFP® has met all requirements to become an Enrolled Agent. An Enrolled Agent has earned the privilege of representing taxpayers before the Internal Revenue Service and is the highest credential the IRS awards. Those who obtain it must adhere to ethical standards and are required to stay current with tax law and regulation.

Stephen E. Maggard, CFP® graduated Cum Laude from Presbyterian College in 2012 with a BA in History. After seven years as an officer in the U.S. Army, Stephen entered the private sector as Director of Operations for an Investment Advisory firm in Summerville, SC. He joined Abacus in 2020 and has earned his CFP® designation.


Abacus is a financial advisory and investment counsel firm focused on serving families with shared assets from businesses to commercial real estate to oil and gas holdings. Managing over $1.7 billion on behalf of its 250-plus families, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.