Laura M. Morganelli, CFP® Abacus Wealth Partners

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About Laura M. Morganelli, CFP®

Hello! My name is Laura Morganelli and I am a Financial Advisor based out of Philadelphia, PA. My passion for learning, coupled with my love of meeting new people, made financial planning the perfect fit.

I am very dedicated to helping others, especially young professionals, achieve their own version of success. In school we were taught subjects such as algebra and biology, but many of us never learned basic skills around finances. That’s where I come in! I focus on defining goals, creating structure, and explaining what may seem like scary, complex topics in a simple and, hopefully, fun manner.

I have had the opportunity to work in this exciting industry for the last five years. I have had the pleasure of working with fantastic clients and learning from incredible advisors. During these last five years I decided to pursue the CFP® Certification, I did so because I wanted to be able to provide my clients with the best advice possible. I have completed the educational, exam, experience, and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™.

Financial planning is not a one size fits all solution. I work very closely with clients to ensure that together we determine the best strategy for their individual situation. My goal is to provide peace of mind around finances, so that the people I work with are free to enjoy the many other aspects of life!

If you would like to talk to me about financial planning and how I may be able to help, please feel free to set up a FREE consultation.

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Recently Published

Does This Spark Joy?

March 22, 2019

Applying Marie Kondo’s “tidying up” philosophy to your financial life.

The post Does This Spark Joy? appeared first on Abacus Wealth Partners.

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Oh Baby! Navigating the Cost of Fertility Treatments

March 8, 2019

Not only is struggling with infertility an extremely emotional process but, unfortunately, it is also very expensive.

The post Oh Baby! Navigating the Cost of Fertility Treatments appeared first on Abacus Wealth Partners.

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The Vitamin C of Finance Lessons

February 28, 2019

There is one topic that investors need to discuss with their advisors over and over again -- and that's just fine. Here's why.

The post The Vitamin C of Finance Lessons appeared first on Abacus Wealth Partners.

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Ideal Clients

  • Gen Y/Millennials
  • Women's Finance
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • AUM: 1%

SEC Records

States Registered

  • Pennsylvania

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