Abaris Financial Group, LLC

Abaris Financial Group, LLC (CRD# 116355) is a financial advisory firm headquartered in Concord, MA. They manage $121,694,600 in 591 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $205,913
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NH, NY, PA, RI, TX

Financial Advisors at Abaris Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Elaine L. Bonoma
CRD#: 4351312
1150 Main Street, Suite #10, Concord, MA 01742
96
Wealthminder
score

Elaine Bonoma (CRD# 4351312) is an Investment Advisor Representative working at Abaris Financial Group, LLC in Concord, MA and has over 16 years of experience in the finance industry. Elaine Bonoma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John F. Flynn
CRD#: 4454120
Damonmill Square, 9 Pond Lane, Suite #1f, Concord, MA 01742
96
Wealthminder
score

John Flynn (CRD# 4454120) is an Investment Advisor Representative working at Abaris Financial Group, LLC in Concord, MA and has over 16 years of experience in the finance industry. John Flynn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Janet R. Friedman
CRD#: 1771048
Damonmill Square, 9 Pond Lane, Suite #1f, Concord, MA 01742
96
Wealthminder
score

Janet Friedman (CRD# 1771048) is an Investment Advisor Representative working at Abaris Financial Group, LLC in Concord, MA and has over 29 years of experience in the finance industry. Janet Friedman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Abbey L. Henderson
CRD#: 3190203
1150 Main Street, Suite #10, Concord, MA 01742
96
Wealthminder
score

Abbey Henderson (CRD# 3190203) is an Investment Advisor Representative working at Abaris Financial Group, LLC in Concord, MA and has over 18 years of experience in the finance industry. Abbey Henderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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