Abacus' Values: Impact Investing and Client Fit

Jana explains Abacus Wealth's focus on impact investing, philanthropy, and intentionally choosing clients aligned with those values.

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Today we're joined by ⁠⁠⁠Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:

Delivering values-aligned financial advice to improve people’s lives
Being thoughtful about the impact investments have on society and the environment
Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base

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