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.
Mary Beth Storjohann, CFP® is is Co-CEO of Abacus Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER™, author, speaker and podcast host with 18 years of experience in the financial services industry. She joined Abacus in 2019 as Chief Marketing Officer after successfully launching and growing her own RIA firm, Workable Wealth, and in 2022 was appointed as Co-CEO.
A believer that “actions speak louder than words,” Storjohann is known for sparking conversations and change in the financial services industry by leaning into uncomfortable dialogue and decisions in order to leave the world and our industry in a better place. She is a fierce advocate for women, diversity, equity & inclusion, aligning your money with your values, and making financial advice accessible to underserved populations.
Mary Beth has made 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, and more.
Her accolades include the “Top 40 Under 40” by Investment News, “10 Young Advisors to Watch” by Financial Advisor Magazine, and 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.
If you can’t find Mary Beth crunching numbers on her trusty HP-12C financial calculator, you can find her on her Peloton, reading a book, cornered by a 5 & 7-year-old who are constantly demanding snacks, or having an adventure in or around San Diego with her family.
Abacus Wealth Partners is a fee-only, independent firm that is a change-maker in the financial planning world. Abacus serves clients across the country, focusing 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.