ANCHOR FINANCIAL SERVICES, CPA, PA

Overview

Anchor Financial Services, CPA, PA is a small, accountancy-rooted wealth manager that provides portfolio management for individuals, families and small businesses. The firm operates as a capital allocator with a clear tilt toward equity investments and uses a percentage-of-AUM fee model. Its advisory mix includes direct portfolio management and the selection of other advisers, indicating a hybrid approach that combines in‑house oversight with outsourced sub‑advisory relationships when clients’ needs require specialized capabilities. Anchor is not an active ESG investor and does not present itself as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices