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Mary Laird whitmire Green

Abacus Planning Group, Inc.

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About Mary Laird whitmire Green

Mary Laird Whitmire Green is a financial advisor with Abacus Planning Group, Inc.. Mary Green is registered with the state of South Carolina and has been in the financial industry since September 1998. Abacus Planning Group, Inc. is a financial advisory firm based in Columbia, South Carolina. They provide financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Mary Green specializes in retirement planning, college savings, and estate planning. They have a strong commitment to helping clients achieve their financial goals.

Firm Information

Mary Green is currently registered with Abacus Planning Group, Inc.. Abacus Planning Group, Inc. is a Registered Investment Advisor based in Columbia, SC. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles. They manage over $1.6 billion in assets and have a client base that includes high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Abacus Planning Group, Inc.

2500 DEVINE STREET

COLUMBIA, SC 29205-2400

$1.68B

Assets Under Management

9

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Green’s Registration & Firm History

SC

07/15/2016 - Present

Abacus Planning Group, Inc. (Greenville SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Laird whitmire Green.
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