Abacus Planning Group Named to Worth Magazine's List of Top 100 Wealth Advisors in the Nation

September 26, 2007

Columbia, SC – September 26, 2007 – Abacus Planning Group, Inc. has been named to Worth Magazine’s list of “The Top 100 Wealth Advisors” in the nation for the fifth time.

The editors at Worth begin the process with an invitation to the readers to nominate those wealth advisors who have truly gone above and beyond the call of duty in meeting their clients’ needs. The candidates then complete a detailed online questionnaire in which they list their educational credentials, compensation structure, client retention rate, approach to working with new clients, areas of expertise, and how they meet the unique needs of the affluent clients they serve. 

While this is important in the process, the most emphasis is placed on the candidate’s ability to intelligently discuss the current investment climate, the markets and their strategies for success. 

This year, very few agreed on the best way to invest, but many explained their insights clearly, concisely and with conviction – exactly how they should communicate with their clients.  The final step in the process is verification, to the extent possible, that the information the advisors provide is accurate and truthful. 

Wealth management is not an easy profession – the men and women who guide their clients through life’s triumph’s and challenges must be smart, resilient, decisive and dedicated.  Those selected embody all these qualities and more.  They are Worth’s Top 100 Wealth Advisors for 2007.

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.