Insights

Niche Market Position Abaris Financial Group operates as a boutique advisory firm with a focus on high-net-worth clients, which presents opportunities to offer specialized wealth management solutions, estate planning, and personalized financial products tailored to affluent individuals and families.

Sustainability Leadership As a Certified B Corp, Abaris Financial demonstrates a commitment to social and environmental responsibility, making it a strong candidate for collaborations with socially responsible investment funds and ESG-focused financial service providers seeking to expand their client base.

Recent Asset Investments The firm’s recent investment in the iShares Asia 50 ETF indicates an openness to expanding product offerings in international and ETF-based investment strategies, presenting sales opportunities with clients interested in diversifying globally and through passive investment vehicles.

Partnership Expansion Abaris Financial’s partnership with LegacyLetterChallenge suggests an emphasis on legacy planning and family continuity strategies, creating potential for cross-selling estate planning, legacy advisory, and family education services to existing and new clients.

Digital Engagement The firm utilizes a range of digital tools and platforms, indicating an active online presence. This provides avenues to introduce innovative fintech solutions, digital client engagement platforms, and educational content to enhance client retention and attract tech-savvy investors.

Abaris Financial Group, LLC Tech Stack

Abaris Financial Group, LLC uses 8 technology products and services including AdRoll, WordPress, Webpack, and more. Explore Abaris Financial Group, LLC's tech stack below.

  • AdRoll
    Advertising
  • WordPress
    Content Management System
  • Webpack
    Development
  • FancyBox
    Javascript Libraries
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • jQuery Waypoints
    Web Tools And Plugins
  • AddToAny
    Widgets

Abaris Financial Group, LLC's Email Address Formats

Abaris Financial Group, LLC uses at least 1 format(s):
Abaris Financial Group, LLC Email FormatsExamplePercentage
Last@abarisfinancialgroup.comDoe@abarisfinancialgroup.com
31%
First@abarisfinancialgroup.comJohn@abarisfinancialgroup.com
19%
Last@abarisfinancialgroup.comDoe@abarisfinancialgroup.com
31%
First@abarisfinancialgroup.comJohn@abarisfinancialgroup.com
19%

Frequently Asked Questions

Where is Abaris Financial Group, LLC's headquarters located?

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Abaris Financial Group, LLC's main headquarters is located at 9 Pond Lane Suite #1f Concord, Massachusetts 01742 United States. The company has employees across 1 continents, including North America.

What is Abaris Financial Group, LLC's phone number?

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You can contact Abaris Financial Group, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Abaris Financial Group, LLC's official website and social media links?

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Abaris Financial Group, LLC's official website is abarisfinancialgroup.com and has social profiles on LinkedIn.

What is Abaris Financial Group, LLC's SIC code NAICS code?

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Abaris Financial Group, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Abaris Financial Group, LLC have currently?

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As of March 2026, Abaris Financial Group, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Ceo, Wealth Advisor & Coach: A. H.President Founder And Coach: A. L.Owner: B. E.. Explore Abaris Financial Group, LLC's employee directory with LeadIQ.

What industry does Abaris Financial Group, LLC belong to?

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Abaris Financial Group, LLC operates in the Financial Services industry.

What technology does Abaris Financial Group, LLC use?

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Abaris Financial Group, LLC's tech stack includes AdRollWordPressWebpackFancyBoxreCAPTCHAGoogle Tag ManagerjQuery WaypointsAddToAny.

What is Abaris Financial Group, LLC's email format?

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Abaris Financial Group, LLC's email format typically follows the pattern of Last@abarisfinancialgroup.com. Find more Abaris Financial Group, LLC email formats with LeadIQ.

When was Abaris Financial Group, LLC founded?

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Abaris Financial Group, LLC was founded in 2001.

Abaris Financial Group, LLC

Financial ServicesMassachusetts, United States2-10 Employees

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Abaris Financial Group, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC, doing business as Abaris Financial Group unless a client service agreement is in place.

Abaris Financial Group, LLC, is a Certified B Corp. New Edge Advisors, however, is not a Certified B Corp, nor were New Edge Advisors personnel or operations included in the scope of Abaris Financial Group’s B Corp Certification.

Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC.

IAPD: https://adviserinfo.sec.gov/
SIPC: https://www.sipc.org/
FINRA: https://www.finra.org/#/

Section iconCompany Overview

Headquarters
9 Pond Lane Suite #1f Concord, Massachusetts 01742 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Abaris Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Abaris Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

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