ABOUT ME

I Take the Stress & Madness out of Money

I’m Spencer Sherman, co-founder and former CEO of Abacus Wealth Partners, a financial consulting firm with Buddhist values, managing over $3 billion in assets.

I grew up in a family marked by money anxiety and wanted nothing to do with it. But after studying Eastern Philosophy in college and doing a 10-day silent retreat at 21, I realized that spiritual practices actually offer a path to healing money challenges. This led me to teach meditation, pursue an MBA in finance, and create a different kind of financial firm.

For over 30 years, I’ve been helping people get less stressed about their finances. By removing unhelpful emotions from financial decision making, I help individuals, families, and businesses make impactful financial and life decisions, with confidence.

If you see money as a burden, a source of anxiety, or maybe the root of all evil, I’m here to help you change that view. I’ll show you how money can be a catalyst for personal growth and happiness. An instrument for doing good.

I’m Spencer Sherman, co-founder and former CEO of Abacus Wealth Partners, a financial consulting firm with Buddhist values, managing over $3 billion in assets.

I grew up in a family marked by money anxiety and wanted nothing to do with it. But after studying Eastern Philosophy in college and doing a 10-day silent retreat at 21, I realized that spiritual practices actually offer a path to healing money challenges. This led me to teach meditation, pursue an MBA in finance, and create a different kind of financial firm.

For over 30 years, I’ve been helping people get less stressed about their finances. By removing unhelpful emotions from financial decision making, I help individuals, families, and businesses make impactful financial and life decisions, with confidence.

If you see money as a burden, a source of anxiety, or maybe the root of all evil, I’m here to help you change that view. I’ll show you how money can be a catalyst for personal growth and happiness. An instrument for doing good.

MY APPROACH

Marrying the Worlds of Buddhist Psychology & Money

I’m very focused on the math of your money, but equally so on your well-being. My approach integrates ancient wisdom with evidence-based financial guidance. Money is concrete and logical, yet it carries tremendous emotional weight—triggering everything from joy to deep anxiety and shame, regardless of income level.

I’ll help you tap into your emotional intelligence so you can recognize when fear, envy, or old patterns are driving your decisions.

I teach practical frameworks for spending, saving, earning, investing, and giving—along with potent money meditation practices—to help you make choices that align with what truly matters to you.

My goal is to help you get to the point where you’re no longer worried about money - where you see a path forward, feel secure, and are able to experience the liberation of knowing that you have, do, and are enough.

KEY OFFERINGS

Practical Support, Education, & Experiences

Retreat

A 2-day, technology-free retreat for people who want to make a bigger impact, and do more meaningful work.

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Courses

Find out more about online courses you can take, including my popular Your Inner Compass course.

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Workshops

Learn how to use Buddhist principles to loosen your fixed beliefs and transform your approach to money challenges at my Dharma of Money Workshop.

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Guest Appearances

I deliver dynamic webinars or virtual/in-person presentations on topics that reflect my financial mindfulness work and Buddhist values.

I have taught at Spirit Rock Meditation Center, Insight Meditation Society, and Mindwell, and been a corporate speaker at Skadden Arps, Meta, Charles Schwab, Sompo, Dimensional Funds, and the Financial Planning Association.

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