Abacus Planning Group, Inc. announces Jon J. Robertson as shareholder
February 23, 2016
Abacus Planning Group, Inc., announces that Jon J. Robertson, LL.M, CFP® has become a shareholder in the firm. Mr. Robertson joined Abacus in 2007 shortly after receiving his Juris Doctor from University of South Carolina. He received his CFP® designation in 2010 and his Masters of Laws in Taxation from the University of Alabama in 2013.
As a member of the financial planning team, Mr. Robertson works closely with clients to understand their objectives in order to develop, implement, and monitor a comprehensive financial plan to achieve those goals. His legal background is a great resource for both Abacus and its clients.
About Abacus
Abacus is a financial advisory and investment counsel firm known for its passion in creating success for clients and family businesses through skillful listening and smart financial decision-making. Managing over $850 million on behalf of its 190 clients, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.
