Our Approach:
Nurturing Your Financial Growth with Personalized Service

Our mission is to provide customized personal service while safeguarding and growing the financial assets that we manage for you.

Blue Anchor is an independent Registered Investment Advisory firm specializing in Financial Planning, Investment Advice, Retirement Planning, and Major Life Events. Clients have trusted us with more than $100 million in assets under management and are spread across the U.S. – yet know they can always call, text, or email and reach their Blue Anchor team.

Our Approach:

Nurturing Your Financial Growth with Personalized Service

Our mission is to provide customized personal service while safeguarding and growing the financial assets that we manage for you.

We are a fee-only firm

Transparent fees. Unbiased advice.

You can be confident the advice we give you is honest, objective, and free of conflicts of interest. We feel strongly that this is the most objective and unbiased way to provide portfolio management and financial planning services.

Our fees are transparent, not hidden in the fine print of an investment or insurance product. Most of our clients take advantage of a flat 1.0% or 1.50% per year for customized asset management. You may also choose a $195 per hour fee for stand-alone consulting services.

In addition, our Certified Financial Planners follow the Fiduciary Standard of care, requiring that a financial advisor act solely in the client’s best interest when offering personalized financial advice.

1.0-1.5% per year or $195 per hour

Our Process

Discover, design, and evolve your personalized plan.

Discover

Discovery is the essential first step in crafting a personalized financial plan that revolves around you.

As a fee-only, fiduciary advisor, our focus and highest priority is you.
We delve beyond your assets, liabilities, and financial goals to truly understand your personal relationships, philanthropic passions, and community interests, ensuring a holistic approach to your financial future.

Design

In the design phase, we construct a financial strategy that not only aligns with your present lifestyle but also paves the way for a secure retirement.

Our approach combines evidence-based investment management with meticulous advanced planning, drawing from a wealth of experience and strategic partnerships to address your unique financial needs.

Update

Our commitment to your financial well-being extends beyond the initial plan.

We understand that life evolves, and as your goals change, we adapt your financial strategy accordingly.

While steadfast adherence to a plan can build wealth, we recognize the value of deliberate, guided updates that keep your plan aligned with your ever-evolving aspirations.