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.
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
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
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.*
From Boats to Brokers
Consider These 3 Things Before Driving Off the Lot
