Lamb Financial Planning, a financial planning firm based in California, has merged with Abacus Wealth Partners, which provides wealth management services in California and across the US.
Lamb Financial Planning was founded in 2009 by Lara Lamb, who has more than a decade of experience in the financial planning industry.
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Lamb is of the opinion that this merger will allow Lamb Financial to bring its hourly-based and flat-fee financial planning to a wider range of clients.
"It was important to me that our firms have the same vision and philosophy to offer financial planning to clients at every level and I am thrilled to say it is our common goal and my driving passion to bring these services to more individuals," Lamb said.
J.D. Bruce, president of Abacus Wealth Partners, said, "Previously we had a minimum investment size of US$50,000, which was as low as we could make it. I’m excited to be able to tell the world that, as a result of this merger, we’ve finally been able to lower our minimum to zero."
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