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Our Ethical & Educational Approach

Our Ethical & Educational Approach

You want to feel confident that, in the long run, the ups of your investments will outweigh the downs, and that you’ll be able to face life’s financial waves with confidence for today and in retirement. We understand that the tumultuous nature of today’s markets can unnerve even the most seasoned investors. That’s why our advisers take an ethical, educational approach with every client. We work to empower you to navigate market uncertainty with confidence, helping you to make informed, sound financial decisions.

Our Team

A Firm and a Team You Can Believe In

A Firm and a Team You Can Believe In

Our advisers have been selected by Dave Ramsey’s team to serve as SmartVestor Pros. We operate under Dave Ramsey’s same principles, including avoiding debt and operating with the heart of a teacher. We make the financial education of our clients a daily practice, empowering them to make informed, sound financial decisions. As fiduciaries, we’ll always put your best interests first. You can trust that our advice is independent and that our plans and recommendations are designed with your goals in mind.*

Seamless Financial Planning for Life

Seamless Financial Planning for Life

As SmartVestor Pros, we’re continually developing our team and our financial services offering. We believe in providing a full service financial planning experience, which is why we not only help you develop truly holistic financial plans for life, but we also partner with local area CPAs and legal teams who can carry out these plans in every area of your financial life. We facilitate seamless communication with your ancillary advisers and help oversee the execution of your carefully designed plans.*

World-Class Professionals at Your Local Firm

World-Class Professionals at Your Local Firm

Our team of professionals at Anchor Wealth Advisers all have strong ties to the West Michigan area. Whether we’re out fishing, golfing or serving in our local church, we love our home and work hard to serve our West Michigan-area clients well. As SmartVestor Pros, we hold ourselves to a higher standard. We are committed to providing world-class service and financial education to empower our clients to make sound, informed financial decisions. Let us help position you to pursue your financial goals and the life you’ve imagined for yourself and your family.*

Full-Service Financial Planning

We aim to fulfill all of your wealth management and financial planning needs through independent advice and service that puts your best interests first. Let Anchor Wealth Advisers help position you for long-term success in every area of your financial life.

Wealth Management

We offer a wide variety of investment vehicles. Based on your individual goals, time horizon and risk tolerance, we strive to produce a portfolio with appropriate diversification and acceptable levels of risk.

Retirement Planning

We’ll help you project, clarify and prioritize your needs and wants for retirement, as well as analyze and maximize your streams of income. Through effective planning, we’ll help position you to pursue your retirement goals.

Financial Planning

As SmartVestor Pros and fiduciaries, we take an educational, ethical approach to financial planning. We’ll help you eliminate debt and ultimately help you increase the gap between income and expenses.

Long-Term Insurance Protection

We’ll help identify and address your specific insurance needs, including life, long-term care and disability insurance. We’ll assess your options and help you find the most appropriate coverage solutions.

Estate Planning

Help protect your family from administrative and emotional burdens, and your legacy from unnecessary taxes and fees. Let Anchor Wealth Advisers help you form an effective estate plan.

Tax Planning

Tax planning can often result in significant tax savings. We’ll help you find the most appropriate tax strategies for your situation, and we’ll review and make recommendations annually.

College & Education Planning

Our experienced financial planners can help you project costs, set goals and find the most efficient and effective investment vehicles, such as 529 college savings plans and more.

Get Your Risk Number

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.

Get Your Risk Number
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved.  There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program.  Advisors that participate in this program pay a fee to belong to the program for client leads that are provided.  Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by Cetera Advisors LLC.