Rebranding a practice focused on mindfulness and money, with Mary Beth Storjohann

Abacus Wealth Partners was founded by two Buddhists in 1996 with the idea to incorporate their religious principles into financial services. Last year, they stepped away from the daily management of the firm, passing the reins to two women co-CEOs. The money-and-mindfulness ethos remains at the forefront of the firm’s mission and values, says Mary Beth Storjohann, one of those co-CEOs. Like many financial advisors, Abacus seeks to help clients connect money with their life goals. But the firm also aims to help clients experience what it calls a “sense of enough here and now, not just in the future.” Abacus aims to show that a spiritual focus is not inconsistent with material success. The Southern California-based firm has about $3 billion in assets under management. For more, visit PracticeLab.