Appaiah Ballachanda


Founder + Senior Wealth Strategist Appaiah Ballachanda never considered becoming a financial advisor. However, the struggle of a frustrated family member upset that she couldn't find an advisor willing to help her, that made him wonder how many others were ignored, and how he could change that? Appaiah wants to help you pursue your dreams. Three things set Appaiah apart from other financial advisers: 1. Appaiah's life experiences informs his family-first, global perspective. His boundless optimism is born from his journey as an immigrant, at age 32, from a region ruled by corruption, bribery, and a disregard for human life to the United States, where opportunity is available for the taking. 2. Appaiah's broad professional experience informs his unique insights. 3. Helping others pursue their goals is Appaiah's life work. That purpose is why he opened Abacus Financial in Henrico, Virginia in 2015, and that's what inspires him build a team of like-minded financial professionals who establish strong, trusting relationships with the people who serve.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. Our financial advisors work closely with our clients to evaluate those opportunities and reap those rewards.
2015
5-9 Employees
CA, CO, FL, IN, KY, MD, NV, NY, NC, TX, UT, VA, WA
14
Individual Investors, Businesses
Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability
Mutual Funds, Bonds, Stocks, Annuities, Insurance
Yes
Our Office, Video Conference
Fee-Based
$100,000
Based on Assets, Hourly
45,000,000
p>WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
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Additional Detailed Disclosures
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LPL Financial Form CRS Check the background of your financial professional on FINRA's BrokerCheck. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Appaiah Ballachanda is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, CT, DC, FL, GA, ID, IN, KY, ME, MD, MS, NV, NJ, NC, OK, PA, VA, WA, WV, WI
