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Abbey L. Henderson, MBA, MSF, CFP®

Abaris Financial Group, LLC

1150 Main Street
Suite #10
Concord, MA 01742
Phone: (978) 371-9649
Fax: (978) 371-9758

Toll-free: (800) 276-0314
Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Women's Finances

 

About My Practice

Abaris Financial Group, LLC strives to enhance the financial peace of mind for individuals and families by providing comprehensive, fee-only financial planning services with professionalism, compassion and integrity.

Abbey Henderson Lombardi is founder and President of Abaris Financial Group, LLC, which was created to provide financial planning and investment advisory services to individuals and families. Abaris counsels clients on all aspects of personal finance on a fee-only basis.


 

Experience

Prior to founding Abaris Financial Group, Abbey held the positions of Senior Financial Planner with an international law firm in downtown Boston and Financial Planner with one of New England's largest regional accounting firms. In both of these positions, she assisted high net worth clients in creating strategies for investments, retirement planning, education funding, insurance, taxes and estate planning. In addition, she is experienced with year-end tax planning and individual income tax return preparation for high net worth clients.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges