Next Step Wealth has merged with Abacus Wealth Partners

Next Step Wealth is now a part of Abacus Wealth Partners, a leading national provider of comprehensive financial planning, investment management and wealth management services. As a result of this merger, Next Step Wealth clients will have access to a broader array of services and benefits, including the Abacus Sustainable Portfolio, an ultra-diversified, rigorous investment program.

If you’re a Next Step Wealth client, your relationship with your financial advisor will not change. All of our contact information will also remain the same, and we will continue to work out of our same office.