Abacus Planning Group said April 2 that Aaron Graham will join its Wall Fellows Board of Advisors.
Graham received his B.S. in business administration from Coastal Carolina University. He passed the Certified Financial Planner (CFP) Board Exam in 2012 and is completing his CFP certification requirements. He manages first-year clients at Abacus and provides support to financial advisers.
The board, which oversees the Walls Fellows program with the College of Business Administration at Coastal Carolina University, develops relationships with corporate sponsors for internships, leadership development and management development opportunities.
The firm, whose tag line is “smart financial decisions,” has been named to Worth Magazine’s list of top 100 wealth advisers in the nation several times. The publication invites readers annually to nominate those wealth advisers who have gone above and beyond the call of duty in meeting their clients’ needs. While credentials are appropriately weighted, it is a firm’s ability to engage intelligently on investment climate, markets and success strategies that earns it the recognition.
Abacus is a Columbia, South Carolina-based wealth management firm founded in 1998. The fee-only financial planning and investment counseling firm manages over $850 million for its 190 clients.