Abeona Group
Abeona Group is a privately held, Portland-based financial advisory firm that creates Life Care Plans for families with special needs members, coordinating government benefits with estate, retirement, ABLE account, and wealth management strategies. Securities are offered via MML Investors Services, LLC.
- Company typePrivate
- Founded2015
- HeadquartersPortland, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Abeona Group does
Abeona Group is a privately held, founder-led financial advisory firm headquartered in Portland, Oregon, that specializes exclusively in special needs financial planning. Founded in 2015 by Alisha Langford, a Chartered Special Needs Consultant (ChSNC) and special needs parent of more than 20 years, the firm serves families and individuals affected by intellectual and developmental disabilities, intellectual delays, and related conditions across multiple U.S. states. Its core offering is the Life Care Plan, an integrated engagement that coordinates government benefits navigation (SSI, Medicaid, SSDI, Medicare, Developmental Disability Services and waivers) with estate and special needs trust planning, multi-generational retirement planning, ABLE account strategies, and broader wealth management.
The firm operates a consultative, four-stage sales motion (Listening & Learning, Strategies & Recommendations, Execution & Coordination, Review & Refinement) delivered through 30-minute introductory meetings booked via Calendly. Underlying technology is effectively none — the practice runs on relationship-driven advisory work rather than a proprietary platform, software product, or API. Securities and investment advisory services are delivered through qualified registered representatives of MML Investors Services, LLC under a channel partnership; Abeona Group is not a subsidiary of that broker-dealer.
Revenue is generated through fee- and/or commission-based advisory and investment services on a recurring basis, with the firm registered to offer securities in ten states and licensed for insurance in Oregon, California, and Washington. The four-person team — founder Alisha Langford, Operations Director Nicole Christian, Client Service Manager Crystal Matti, and Relationship Manager Nikki Serhan — supports client delivery, operations, and relationship management. The firm is bootstrapped, with no disclosed venture, private equity, or institutional investment, and uses content marketing, email/newsletter capture, and professional referral networks as its primary demand generation channels.
Abeona Group firmographics
Firmographics- Name
- Abeona Group
- Legal name
- Abeona Group
- Website
- https://abeonaplanning.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Abeona Group is a privately held, Portland-based financial advisory firm that creates Life Care Plans for families with special needs members, coordinating government benefits with estate, retirement, ABLE account, and wealth management strategies. Securities are offered via MML Investors Services, LLC.
- Ownership category
- akta.pro rank
Abeona Group industry classification
Industry- Product category
- Special Needs Financial Advisory Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Office Trust & Fiduciary Services (FSAEAKAF)
Keywords
Where Abeona Group is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Abeona Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: The firm generates revenue through financial advisory and investment services offered through MML Investors Services, LLC., a registered broker-dealer. Securities and investment advisory services are offered through qualified registered representatives, indicating a fee-based or commission-based advisory model.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Abeona Group product offering
Product offeringCore offering
Abeona Group is a private financial advisory firm that creates personalized Life Care Plans for families with loved ones who have intellectual, developmental, or physical disabilities. Its core offering bundles five coordinated services—Special Needs Financial Planning, Retirement Planning, ABLE Account Strategies, Wealth Management Strategies, and Government Benefits Planning—through licensed representatives of MML Investors Services, LLC. The firm helps clients navigate SSI/Medicaid/SSDI/Medicare eligibility, special needs trusts, and multi-generational retirement planning.
Product overview
Abeona Group is a financial advisory firm offering a unified suite of special needs financial planning services. The core offering is Special Needs Financial Planning, which creates Life Care Plans through five integrated service pillars: Retirement Planning, ABLE Account Strategies, Wealth Management Strategies, and Government Benefits Planning. These services work together to help families coordinate government benefits with estate, retirement, and long-term financial planning for loved ones with disabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- Special Needs Financial Planning Comprehensive financial planning service that creates personalized Life Care Plans for families with special needs members, coordinating government benefits (SSI, Medicaid, SSDI, Medicare, Developmental Disability Services) with estate, retirement, and long-term financial planning.
- Retirement Planning Multi-generational retirement strategies that balance parents' retirement needs with their special needs child's future financial support requirements.
- ABLE Account Strategies Strategies utilizing ABLE accounts to help individuals with disabilities save for everyday needs while maintaining eligibility for needs-based government benefits.
- Wealth Management Strategies Complex wealth management services for families facing life events such as inheritance, business sales, or settlements, encompassing investment advisory, insurance, tax strategies, and trust services.
- Government Benefits Planning Education and strategies for navigating eligibility rules for government benefits including SSI, Medicaid, SSDI, Medicare, Developmental Disability Services, and other support programs.
Quantifiable outcome
- $20,000 annual ABLE account contribution limit (2026)
- +1 more outcomes
Companies that use Abeona Group
Customer profileSegments2 records
Ideal customer profiles2 records
Abeona Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Abeona Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- MML Investors Services, LLC.coreSecurities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC., a Member SIPC. Supervisory address: 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035. Abeona Group is not a subsidiary or affiliate of MML Investors Services, LLC., but operates as a separate firm utilizing their registration.
Scale indicators1 record
Recent moves5 records
Expansion highlights3 records
Abeona Group competitors and assessment
Company assessmentBroad incumbents
- LPL Financial: Largest independent broker-dealer in the US, supporting a vast network of financial advisors with wealth management, retirement, and investment advisory services. Provides the same type of infrastructure for independent advisors that MML provides to Abeona.
- Northwestern Mutual: Major US financial services firm offering comprehensive wealth management, insurance, and investment advisory services through a national advisor network. Comparable to Abeona in offering advisor-led financial planning with a similar franchise/independent advisor operating model.
- Ameriprise Financial: Large diversified financial services company with an extensive independent advisor network providing wealth management, retirement planning, and investment advisory services. Comparable advisor-led business model and similar mass-affluent to HNW target market.
- Cambridge Investment Research: Independent broker-dealer supporting a large network of financial advisors with wealth management services and practice support. Offers the same type of partnership model Abeona uses with MML Investors Services.
- Commonwealth Financial Network: Independent broker-dealer and RIA serving financial advisors with comprehensive wealth management support. Similar operating model to Abeona's MML partnership, providing compliance and product infrastructure to independent advisory practices.
- Advisor Group: Independent broker-dealer network serving thousands of financial advisors across multiple subsidiary brands. Provides comparable partnership infrastructure for independent advisory firms and operates similar wealth management services.
- Cetera Financial Group: Independent broker-dealer network serving thousands of financial advisors with compliance, technology, and product infrastructure similar to what MML provides Abeona. Operates a comparable independent advisor business model with a wealth management focus.
- MassMutual (MML Investors Services): Abeona operates through MML Investors Services, LLC (MassMutual) for its securities and investment advisory authority. MassMutual is a major mutual insurance and financial services company with broad wealth management offerings, making it both a partner and a broader incumbent in the financial advisory space.
Others
- The American College of Financial Services: Educational institution providing financial planning designations including the ChSNC (Chartered Special Needs Consultant) held by Abeona's founder. Industry-adjacent organization providing professional credentialing rather than competing client services.
- National Association of Personal Financial Advisors (NAPFA): Professional association for fee-only financial advisors. Industry-adjacent organization serving similar financial advisory professionals, providing networking, education, and consumer referral resources relevant to Abeona's advisor-led model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Abeona Group social profiles
Digital presenceAbeona Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Abeona Group leadership team
Management profileNumber of profiles
Profiles4 records
Abeona Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Abeona Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Abeona Group
What does Abeona Group do?
Abeona Group is a private financial advisory firm that creates personalized Life Care Plans for families with loved ones who have intellectual, developmental, or physical disabilities. Its core offering bundles five coordinated services—Special Needs Financial Planning, Retirement Planning, ABLE Account Strategies, Wealth Management Strategies, and Government Benefits Planning—through licensed representatives of MML Investors Services, LLC. The firm helps clients navigate SSI/Medicaid/SSDI/Medicare eligibility, special needs trusts, and multi-generational retirement planning.
Is Abeona Group a public or private company?
Abeona Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Abeona Group founded?
Abeona Group was founded in 2015. It employs 1 to 10 people.
Where is Abeona Group based?
Abeona Group is headquartered in Portland, United States, in the North America region.
How does Abeona Group make money?
One revenue line is on record: financial Advisory Services.
Who are Abeona Group's main competitors?
Broad incumbents on record are LPL Financial, Northwestern Mutual, Ameriprise Financial, Cambridge Investment Research, Commonwealth Financial Network, Advisor Group, Cetera Financial Group and MassMutual (MML Investors Services). Others are The American College of Financial Services and National Association of Personal Financial Advisors (NAPFA).
Does Abeona Group have an API?
No public API is recorded for Abeona Group.
What industry is Abeona Group in?
Abeona Group's product category is Special Needs Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 52592.