Abeona Wealth

At Abeona Wealth, we prioritize building a relationship with you. We're real people who understand your life goals and concerns. We break down complex financial concepts into clear, easy-to-understand explanations. Our goal is to equip you with the knowledge and confidence to make informed investment decisions aligned with your unique financial goals. No question is too basic, and we're here to guide you every step of the way so you feel empowered and in control of your financial future. #FinancialPlanning #RealPeople #Empowering

You’ve probably heard a lot about "diversification" in investing but may not know what it means. Think of it like having a well-balanced meal instead of just eating cereal for every course. By including different types of investments in your portfolio, like stocks, bonds, cash, and real estate, you're ensuring a well-rounded approach. If the price of stocks goes down, you've still got healthy options like bonds and cash to keep your financial plate full. At its core, diversification helps manage risk and keeps your financial future on track. Here, we share insights on how to build it into your portfolio and risks to keep in mind as well. #Diversification #InvestmentStrategies #WealthManagement

Being able to use your financial resources for charitable giving is a gift in itself. If you've reached this point in your financial journey, consider how it fits into your overall plan. It is important to determine your own unique goal in your charitable giving, create a plan, and adjust to changes. Donor-advised funds (DAFs) can be a powerful tool, simplifying the process while maximizing your impact. #WealthManagement #DonorAdvisedFunds #DAF

Dealing with the financial aftermath of losing a spouse can be overwhelming. In the latest installment of our Sudden Money Series, we explore how widows can navigate their new financial reality with sensitivity and strategy. #financialplanning #widowhood #suddenmoney

Marriage is about so much more than just the wedding day itself. Money can be a highly emotional topic at the best of times. How can you make sure the subject of your marital finances is handled with respect and consideration as you prepare to entwine your lives both legally and financially? Money stress is one of the leading causes of marital discord for newlyweds, but having a discussion about your money stories and values, or better yet, a plan, can help you avoid that. Here are 5 important considerations to help you get on the same page with your future spouse. #LifeChanges #MarriageFinances #MoneyTalk

Driven by a vision of inclusive financial empowerment, Abeona Wealth opened its doors in 2020. Founder Mary Meadows Livingston, CFA, CFP®, saw a need for approachable, high-quality wealth management. At Abeona, we believe in objective guidance and partnering with clients as a trusted resource. Actions speak louder than words, which is why we prioritize exceptional service and hands-on support. No matter your starting point, we walk alongside you on your financial journey. #FinancialPlanning #Empowering #WealthManagement

Life insurance protects your loved ones if the unexpected happens. It's crucial but often confusing. We help you navigate the options to find the right coverage and secure your family's financial security. To begin, here's some basic information about different types of life insurance, which it might be a good fit for, what it protects, and the pros and cons of each kind. #Insurance #FinancialLiteracy #FinancialPlanning

What truly matters to you – family, career, giving back? At Abeona Wealth, your financial journey starts with thoughtful examination. We partner with you to identify your strengths, values, and aspirations. Then, we craft a personalized wealth management plan that aligns your finances with your vision, guiding you toward a fulfilling and secure future. #FinancialPlanning #YourFuture

At Abeona Wealth, we are here to walk alongside you in your financial journey, regardless of where you begin. We strive to earn your trust by providing research-backed investment and financial planning advice in a way that you can understand and is centered around your values. We look forward to helping you create a solid path to a successful, healthy financial future. To get in touch with our team, click today to schedule a meeting. #FinancialPlanning #RetirementPlanning #ContactUs

A divorce is stressful, even an amicable one. The emotional toll can be overwhelming, but there are practical steps to take. Dividing assets, spousal support, and child custody need to be addressed. To help make this time in your life a little easier, we’ve compiled some useful guidelines to help make sure your finances are in order and ready to support you as you turn the page and step into a new chapter of your life. #LifeChanges #Divorce #FinancialPlanning