COLUMBIA, SC – September 24, 2008 – Barron’s has named Cheryl R. Holland to the Barron’s list of the Top 100 Independent Financial Advisors in the nation. The list for Barron’s was compiled by the securities-industry consulting firm Winner’s Circle of Boca Raton, Fl.
America’s Top 100 Independent Financial Advisers, who aren’t employed by brokerage houses, were ranked based on assets under management, his or her contribution to the firm’s revenues and profits and indications of service quality.
Investment performance is not a criterion because many advisors do not have an audited track record, but RJ Shook, the research firm’s chief says “An advisor certainly must perform well to attract and retain clients.”
Abacus, a fee-only financial planning and investment counsel firm, is celebrating its 10th Anniversary this year. Abacus manages over $525,000,000 and provides advice primarily to closely held business owners, professionals and widows with a focus 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.