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An Ethical Approach to Your Wealth Management

Certified SmartVestor Pros, At Your Service

Certified SmartVestor Pros, At Your Service

As Dave Ramsey SmartVestor Pros, we are committed — just as Dave is — to providing simple, common sense education and empowerment, seeking to give hope to everyone, regardless of their age or income.

We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace. We take the time to truly listen and learn about you and your unique situation in order to build and maintain long-lasting relationships. We aim to provide the highest quality information, service, and products to help you pursue financial peace.

Positioning You to Pursue Your Goals

Positioning You to Pursue Your Goals

A key step in our process involves an in-depth exploration into your personal values, goals and objectives. We help you uncover and explore the underlying motivations which drive your financial goals and decisions. Then, we’ll help you identify, clarify and prioritize your personal goals and objectives. Having these goals clearly defined allows us to create a highly personalized financial plan designed to position you to pursue the kind of life you want to live today and tomorrow.

Advice Using Dave Ramsey's Time-Tested Principles 

Advice Using Dave Ramsey's Time-Tested Principles 

As your local SmartVestor Pros, we give independent, objective advice you can trust, through strategies which follow Dave Ramsey’s time-tested principles. Finding trustworthy and competent investment advisers has become increasingly complicated in today’s market. All too often, we hear stories of unfulfilled promises. In order to provide personalized advice and a comprehensive plan to pursue your goals, we help you examine and analyze where you are now versus where you want to be in the short, intermediate and long term. Based on this information, we can chart the course forward to your desired future.*

Positioning You for Success in Every Life Stage

As you go through life, your financial needs inevitably change with your circumstances. We're here to be your financial teachers and coaches, helping to position you for success in every life stage.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living In Retirement

Living In Retirement

A Unique Financial Plan for Your Unique Life

A Unique Financial Plan for Your Unique Life

We’ve developed a tried and true process for financial planning and retirement planning. While our approach and process are similar for all of our clients, we tailor your experience to suit your preferences, and the outcome is a highly personalized financial plan. Your custom financial plan will be designed to grow with you, allowing for future adjustments as your circumstances and preferences change. And, because of our ethical approach as SmartVestor Pros, you can trust that your plan and our recommendations will always put your personal best interests first. Always.

Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.
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Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?
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Our Process: Time, Risk Tolerance, Objectives, and Planning

When building a financial plan, there are many elements to take into consideration. Before we begin crafting your personalized financial plan, we first take the time to get to know you and explore three key elements: time, risk tolerance, and objective.

First, we look at your time horizon, taking into consideration how long your money will remain invested and when your assets will be used. Next, we’ll ask and explore key questions to determine your level of risk tolerance, as this will shape investment strategies and our recommendations. Finally, your goals and objectives form the foundation for your plan. We’ll take an in-depth look at short, intermediate and long term goals.

After establishing these three key elements, we begin the process of building your plan. This process entails:

  • Investment Screening - We screen thousands of investment options and explain them in a way that’s easy to understand.
  • Personal Evaluation - We listen to your story and explore your circumstances in-depth, so we can recommend investments to fit your personal situation.
  • Continual Monitoring - We regularly evaluate your progress and our recommendations, and we keep a close eye on market conditions, trends and new products.
  • Client Contact - Keeping in touch is key because as your life and financial status change, your plan may need to be readjusted. We’ll communicate with you regularly by telephone, email, and newsletters to stay on the same page.

*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.

Our Services

We offer a wide variety of financial planning and wealth management services. We aim to fulfill all your financial needs through independent advice and service that puts your best interests first.

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Our Team

As SmartVestor Pros, we are dedicated to improving your financial education and position. Our team of financial professionals are highly experienced, communicative and accessible.

About the Firm

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Ready to get started? Contact Anchor Wealth Advisers today to learn more about how our experience, dedication, and independence can help you and your family reach your goals.

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