ANCHOR WEALTH ADVISORS, LLC

Overview

Anchor Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm acts as a capital allocator and blends traditional financial planning with portfolio management, pension consulting for small employers, selection of third‑party advisers and client education. Its fee schedule is flexible — charging a percentage of assets under management alongside hourly and fixed fees — which supports both ongoing advisory relationships and project-based engagements. Investment-wise the firm favors public funds and mutual fund strategies as the core building blocks of client portfolios, and it identifies as an active ESG investor. That suggests a tilt toward funds and managers that incorporate environmental, social and governance criteria alongside conventional risk/return considerations. Anchor Wealth Advisors also uses alternative allocations as part of its toolkit, and it will place client capital with third‑party managers in areas such as real estate and digital currency when appropriate. Custodial and platform operations are concentrated through Fidelity Brokerage Services LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices