ANDERSON FINANCIAL PARTNERS, INC.

Overview

Anderson Financial Partners, Inc. is a privately owned corporate registered investment adviser that has been operating since 2003. The firm functions primarily as a non‑discretionary adviser and capital allocator for a concentrated client base made up of individuals, families and select institutional relationships. Its advisory activities emphasize portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers when specialized manager skillsets are needed. Investment approach shows a clear preference for publicly listed equities and exchange‑traded vehicles as the core building blocks of client portfolios. That equity bias is delivered through separately managed account structures and ETFs to preserve liquidity and transparency while allowing for client‑specific customization. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees. Anderson Financial Partners does not flag itself as an active ESG investor and operates from a single office footprint rather than a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices