Abacus Planning Group, Inc.

Susan Mccants is a CFP® and Series 65 credentialed financial advisor with 20 years of industry experience. She has been with Abacus Planning Group, Inc. since 2001. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management, and manages multiple affiliated private funds for qualified clients.

Charles Flowers is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Abacus Planning Group, Inc. in Columbia, SC, where he has worked since 2001. He holds a Series 65 license and is part of a five-advisor team. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management, and manages multiple affiliated private funds for qualified clients.

Anne Marie Ashworth is a CFP® professional with seven years of experience, currently serving as an advisor at Abacus Planning Group, Inc. in Greenville, SC, where she has worked since 2015. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term asset allocation with a mix of passive and selective active management, and manages multiple affiliated private funds for qualified clients.

Stephen Maggard is a financial advisor at Abacus Planning Group, Inc. in Columbia, SC, with five years of industry experience. He holds a Series 65 designation and previously served in the U.S. Army from 2016 to 2019. Maggard has been with Abacus Planning Group since 2020, following a brief tenure at Independent Advisor Alliance. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management, and it manages multiple affiliated private funds for qualified clients.

Jacklyn Mason is a CFP® professional with 14 years of experience, currently serving as an advisor at Abacus Planning Group, Inc. in Columbia, SC. She has been with Abacus Planning Group since 2008. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm emphasizes long-term asset allocation with multi-asset diversification and offers access to affiliated private funds for qualified clients.

Karlyn Jones is a CFP® professional with five years of experience at Abacus Planning Group, Inc. in Columbia, SC. Prior to joining Abacus Planning Group in 2021, she held roles at VPC Associates and in the hospitality industry. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management and manages multiple affiliated private funds for qualified clients.

Jonathan Robertson is a CFP® and holds a Series 65 license, with 16 years of experience in financial advising. He has been with Abacus Planning Group, Inc. since 2007. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management and manages multiple affiliated private funds for qualified clients.

Corinne Hanna is a CFP® professional with 10 years of experience at Abacus Planning Group, Inc. in Columbia, SC, where she has worked since 2011. She is part of a five-advisor team providing financial planning and investment advisory services. Abacus Planning Group offers comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm emphasizes long-term, diversified asset allocation and manages multiple affiliated private funds, serving qualified clients with a combination of passive and selective active investment strategies.

Bailey Davis is a financial advisor at Abacus Planning Group, Inc. in Columbia, SC, holding a Series 65 designation with three years of industry experience. Prior to joining Abacus Planning Group, Davis worked at the University of South Carolina - Columbia and AC Flora High School. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a mix of passive and active management, and manages multiple affiliated private funds for qualified clients.

Ann Beckwith is a CFP® professional with six years of industry experience, currently serving at Abacus Planning Group, Inc. in Columbia, SC. She has been with Abacus Planning Group since 2017 and previously worked for The Heritage Foundation from 2007 to 2017. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term asset allocation, multi-asset diversification, and a combination of passive and selective active management, managing approximately $1.9 billion in assets across five advisors.

Ximena Chastain is a CFP® professional with 21 years of experience in financial advising. She has been with Abacus Planning Group, Inc. since 1998, contributing to the firm for over 28 years. Based in Columbia, SC, she works as part of a five-advisor team. Abacus Planning Group offers investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term, diversified asset allocation using a combination of passive and selective active management, and it manages multiple affiliated private funds for qualified clients.

Mary Green is a CFP® professional with 25 years of experience in financial advising. She has worked at Abacus Planning Group, Inc. since 2016 and previously spent 18 years at Beckwith Financial Advisors, Inc. Abacus Planning Group provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a blend of passive and selective active management, and serves as managing partner of multiple affiliated private funds.

William Jeter is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Abacus Planning Group, Inc. since 2013. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a mix of passive and selective active management, and serves as managing partner of multiple affiliated private funds for qualified clients.

Cheryl Holland is a CFP® professional with 16 years of experience at Abacus Planning Group, Inc., where she has worked since 1998. She is based in Columbia, SC, and is part of a five-advisor team. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm emphasizes long-term asset allocation with a mix of passive and selective active strategies and manages multiple affiliated private funds for qualified clients.

Stephen Scott is a CFP® professional with 14 years of experience in financial advising. He has been with Abacus Planning Group, Inc. since 2011. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, multi-asset diversification with a mix of passive and selective active management, and serves as managing partner of multiple affiliated private funds for qualified clients.