Kasey McManis
Financial Advisor & Partner at Abacus Wealth Partners
- Role
- Financial Advisor & Partner at Abacus Wealth Partners
- Location
- Bozeman, MT, US
- LinkedIn followers
- 500 followers
About Kasey McManis
Creating peace of mind through holistic planning that connects your finances to your…
Experience
Financial Advisor & Partner
Oct 2019 — Present · US
Serve as a fee-only CFP® fiduciary, providing bespoke financial planning services to clients nationwide•Provide holistic guidance on all critical wealth management topics: retirement planning, investment management, insurance analysis, tax strategies, and estate organization •Specialize in values-informed advice, helping clients align their money with environmental, social, and governance values
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