Abacus Planning Group proudly announces the appointment of Jon Robertson, CFP® to the Richland Library Board of Trustees. Richland Library is a vibrant, contemporary organization that provides resources and information that advance the Midlands. The library offers state-of-the-art technology, a variety of literary and cultural programs and 13 bustling facilities located throughout the county.
Jon is one of seven Abacus shareholders, and as the head of the firm’s Financial Planning Team, coordinates the creation, research and implementation of strategies and processes that will enhance the overall wealth of Abacus’s clients.
Mr. Robertson is a 2004 magna cum laude graduate of Texas Tech University with a B.S. in Personal Financial Planning. After graduating from Texas Tech, Jon earned his Juris Doctor from the University of South Carolina School of Law in May of 2007, passed the South Carolina Bar in July of 2007, and joined Abacus in September of 2007. In 2017, he was named to Investments News’ class of 40 under 40 list of financial advisors.
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.