Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Wolf is a financial advisor at Abacus Wealth Partners. Barbara has been a registered investment advisor since December 2009. Barbara holds a Series 65 license and is a Certified Financial Planner. Barbara has over 14 years of experience in the financial services industry. Barbara's specialties include financial planning, portfolio management, and pension consulting. Barbara has a strong track record of helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/15/2010 - Present
Abacus Wealth Partners (Wynnewood PA)
IA
Issued 02/14/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Barbara Wolf is the right advisor for you? Invested Better is here to help.
