Elizabeth Metcalf Boehne
Investment adviser representative at Abacus Wealth Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Abacus Wealth PartnersFeb 2024 to now
- Abacus Wealth AdvisorsJun 2023 to now
- Woodward Financial AdvisorsDec 2021 to May 2023
- Presbyterian Campus MinistryAug 2017 to Nov 2021
- Greensboro Chamber of CommerceAug 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
$3.6BAssets managed
1,574Clients
50Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7779092
- Firm CRD
- 128590