Financial Advisor / Partner
Hi, I’m Trevor Bernes, and at Abacus Wealth Management, your financial well‑being comes first. I don’t do cookie‑cutter advice—I create customized financial plans that adapt to your life and grow with you. My priority is building a trusted relationship: I listen closely, think critically, and deliver strategies that help you move forward with clarity and confidence.
Whether you’re building wealth, planning for the future, or navigating change, I’m here to help you reach your financial goals with minimal risk. At Abacus, we believe in putting clients first—your dreams guide every decision, and I work tirelessly to help you achieve them, with integrity and peace of mind as standard.
* This individual is registered with Portfolio Strategies Corporation.
