Halcyon Financial Planning

Expand What's Possible With Your Money.

Financial planner in West Linn, OR (show on map)

SEC-registered investment adviser providing comprehensive financial planning, values-aligned investing, and specialty planning for individuals and families.

Call (503) 928-4412

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About

Abacus Wealth Partners, LLC ('Abacus') is an SEC registered investment adviser. Our experienced CERTIFIED FINANCIAL PLANNER® professionals help you align your financial resources with your values, connecting your money with what matters most, to help you experience a sense of enough here and now, not just in the future.

We offer financial analysis of your unique situation combined with emotionally intelligent insights, building a comprehensive financial roadmap outlining where you are and where you want to be, and providing actionable advice that helps give meaning and purpose around your money.

Values-aligned investing connecting money with what matters most

Fee-only, CFP® professional financial advisors

Comprehensive financial planning with emotional intelligence

Specialty planning for LGBTQ+ and women

Pro bono financial planning services

Employee-owned firm structure (per blog reference)

Services

Comprehensive Financial Planning

Full financial planning process including goal planning, projection, and creating a financial roadmap aligned with client values.

Goal Planning & Projection Tax Saving Strategies Estate Planning Risk Management Multi-Generational Planning

Investment Management

Investment management and advice with a focus on values-aligned, evidence-based investment strategies.

Values-Aligned Investing Evidence-Based Strategy Accountability Partner

Women & Money

Specialized financial planning services addressing the unique financial needs and challenges faced by women.

Gender-Specific Financial Guidance Career and Income Planning Wealth Building Strategies

LGBTQ & Money

Specialized financial planning services addressing the unique financial needs of LGBTQ+ individuals and couples.

Family Planning Guidance Estate Planning for Non-Traditional Families Healthcare and Insurance Navigation Home Buying Support Retirement and Social Security Planning

Charitable Giving Planning

Planning services for charitable giving, including donor-advised fund guidance and impact investing.

Donor-Advised Fund Guidance Impact Investing Tax-Efficient Giving Strategies

Pro Bono Financial Planning

Pro bono financial planning services for underserved communities and individuals.

Free Financial Planning Community Impact Accessibility

Credentials & Certifications

SEC Registered Investment Adviser

CERTIFIED FINANCIAL PLANNER® (CFP®)

Frequently Asked Questions

What does a CFP® professional financial advisor do? +

A CFP® professional financial advisor helps you align your financial resources with your values, connecting your money with what matters most, and provides comprehensive financial planning and investment management services.

Is Abacus a fee-only financial advisor? +

Yes, Abacus operates as a fee-only financial advisory firm, as indicated by their emphasis on working with a 'Fee-Only, CFP® Professional Financial Advisor.'

What makes Abacus different from other financial advisors? +

Abacus focuses on values-aligned investing, comprehensive financial planning, and connecting money with what matters most to clients, offering a holistic approach that includes emotional intelligence and accountability.

Does Abacus offer LGBTQ+ specific financial planning? +

Yes, Abacus offers specialized LGBTQ+ & Money services addressing unique financial needs including family planning, estate planning, healthcare navigation, home buying, and retirement planning for LGBTQ+ individuals and couples.

Can a donor-advised fund platform block your grant? +

The SPLC case revealed that donor-advised fund platforms can potentially block grants, and every DAF holder should understand this risk and how to protect their charitable giving intentions.

What is Abacus's approach to financial planning? +

Abacus uses a comprehensive financial planning process that combines financial analysis of your unique situation with emotionally intelligent insights, building a roadmap and providing actionable advice to give meaning and purpose around your money.

Does Abacus work with business owners and entrepreneurs? +

Yes, Abacus has blog content and planning services specifically addressing business owners and entrepreneurs, including equity compensation, startups, and exit planning.

What credentials do Abacus financial advisors hold? +

Abacus financial advisors are CERTIFIED FINANCIAL PLANNER® professionals, and the firm is an SEC registered investment adviser.