get started with mary beth storjohann

We utilize a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help you organize, gain confidence and build security in your financial life. When it comes to money and finances, education and compassion are key. We make sure to talk through any topics you don’t understand, organize information in a way that makes sense, always look out for your best interest, never judge, and even when it’s tough, tell you the things you may need to hear.  

the team

Professional Bio:

Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.

She is the Founder of Workable Wealth, a platform providing financial education and empowerment to those in their 20s to 40s. She is also Partner and Chief Marketing Officer at Abacus Wealth Partners, a fee-only, independent firm that is a change-maker in the financial planning world with a focus on diversity and inclusion, impact and socially responsible investing, and making financial planning accessible.

Mary Beth makes frequent appearances on NBC as a financial expert and has been featured in major media outlets such as The Wall Street Journal, Glamour, NPR, The New York Times, Women’s Health, Cosmopolitan, CNBC, Forbes, Investment News, U.S. News & World Report, and more.

Her accolades include the “Top 40 Under 40” by Investment News, “10 Young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter” by Benziga. In 2019, U.S. News & World Report named her one of 9 Women in Finance to Follow on Twitter and in 2020, she was named among the Top Ten Most Influential Advisors by Investopedia — a list that celebrates financial advisors making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management.

Her book, Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money, debuted as a #1 new release and cuts through fancy financial lingo while breaking down complex money topics.

A military spouse until her husband Brian transitioned out of the U.S. Navy as an Officer, Mary Beth has a huge heart and love of our troops and their families and both works with and spends her time volunteering to educate this group. Mary Beth is a member of NAPFA, the XY Planning Network, and the San Diego Financial Advisors Network.

When not crunching numbers on her trusty HP 12C financial calculator, you can find Mary Beth interviewing leading experts on her Work Your Wealth podcast, writing, traveling (including frequent trips to Disneyland), enjoying a good glass of wine, or having a San Diego adventure with her husband and two tiny humans.

Photo of Mary Beth Storjohann

Ariel Ward:

Ariel Ward, CFP® believes the right financial plan can help you find a balance between building wealth and doing good.

Ariel is a financial advisor at Abacus Wealth Partners and has over a decade of experience in personal financial services. She is passionate about helping business owners make financial decisions that reflect their values and put them on a path to financial success.

Ariel helps her clients define their financial goals, create structure to achieve those goals, and stay focused on what’s important. She believes a clearly defined financial plan lets her clients be more present with their loved ones and allows them to build a more abundant financial future.

Ariel is married to a pilot and spends as much time as possible exploring the U.S. with her husband and two children. She loves to hike, read to her kids, and binge watch The Crown. She works virtually out of her home in Charlotte, NC.

ariel ward headshot

Abacus:

Abacus Wealth Partners is a fee-only, independent firm that is a change-maker in the financial planning world. With 7 locations to serve clients across the country, Abacus focuses on diversity and inclusion, impact and socially responsible investing, and making financial planning accessible.

Abacus is a uniquely human firm and a founding B Corp member, with a deep commitment to human rights and the environment. A company is only as strong as its people, and the people of Abacus have a long history of honoring their core value of serving others while helping clients align their own values with their financial goals.

ariel ward headshot

You need and deserve unbiased, honest financial advice that makes money fun again.