Our Firm

Our Firm

About Us

Blue Anchor is an independent Registered Investment Advisory firm specializing in Financial Planning, Investment Advice, Retirement Planning, and Divorce Planning.We balance best in class service with a hometown touch, and our clients have trusted us with over $45 million in assets under management. Our clients are spread across the U.S. in eight different states yet know they can always call, text, or email and reach Blue Anchor.

We are a fee-only firm, not a broker dealer selling investment products for commission. With nothing to sell, you can be assured that 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. Read more about our fees.

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

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.

History. The original firm, Otter Creek Partners was founded in 2003 and transitioned to Blue Anchor Wealth Advisors in 2020. Christine Eisenhower became a partner in 2012 and sole owner on January 1, 2020.
Ownership. Matt and Christine Eisenhower own and operate Blue Anchor Wealth Advisors. Our small, independent firm provides personalized, not ‘big-box’, advice to each of our clients.

About Us

Blue Anchor is an independent Registered Investment Advisory firm specializing in Financial Planning, Investment Advice, Retirement Planning, and Divorce Planning.We balance best in class service with a hometown touch, and our clients have trusted us with over $45 million in assets under management. Our clients are spread across the U.S. in eight different states yet know they can always call, text, or email and reach Blue Anchor.

We are a fee-only firm, not a broker dealer selling investment products for commission. With nothing to sell, you can be assured that 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. Read more about our fees.

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

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.

History. The original firm, Otter Creek Partners was founded in 2003 and transitioned to Blue Anchor Wealth Advisors in 2020. Christine Eisenhower became a partner in 2012 and sole owner on January 1, 2020.
Ownership. Matt and Christine Eisenhower own and operate Blue Anchor Wealth Advisors. Our small, independent firm provides personalized, not ‘big-box’, advice to each of our clients.

Why Being a CFP Matters

Certified Financial Planner™ professionals have completed undergraduate and graduate programs in higher education, which demonstrates a high degree of competency in all areas of financial planning, including investments. The CFP® Board of Standards has a code of ethics that all CFP® professionals must adhere to, prove annually and keep current via testing and professional continuing education requirements. The ethics code is the highest in the financial industry and very comprehensive. The challenges of managing money, giving financial advice, investing for the future and preserving wealth for clients is a serious business. It requires the highest ethics, the best education, the most professional experience and a culture of putting the needs of the client first. Being a CFP® in today’s world is the best way to achieve those goals.

To learn more about CFP Professionals, visit LetsMakeAPlan.org

Who We Are

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Christine Eisenhower
Financial Advisor, CFP®

Christine is a Certified Financial Planner™ and CPA. She holds a degree in accounting and an MBA in Finance from Regis University. Following an 18-year career in accounting, Christine completed her CFP (Certification Professional Education Program) at the College for Financial Planning in 2014 and is a Certified Financial Planner™.

Christine loves to exercise, read, and spend time with her family.

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Matt Eisenhower
Financial Advisor

Matt has many years experience in the medical and not-for-profit field. He holds a B.S. in Human Biology and an advanced degree in Cardiovascular Technology from Geneva College, and a Master of Divinity degree from Northeastern Seminary. He completed his CFP Certification Professional Education Program at the College for Financial Planning in 2019.

Matt loves fishing, coaching baseball, and spending time with his six boys.

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Amber Wiebelhaus
Operations Coordinator

Amber holds a BA in Speech Communication from the University of Wisconsin Oshkosh. Prior to moving to Alaska she was a Senior Associate at a strategic communications firm in Wisconsin. Amber is a detail-oriented person with great experience in marketing and public relations.

Amber enjoys adventures with her family, DIY projects, and traveling.

The Joy of Giving
Blue Anchor and its principals give countless hours of time to community services and donate to various non-profit organizations because we support an economically healthy world through giving. We are proud supporters of the organizations doing the good work of making our community and the world, a better place in which to live and work.

Learn how we can help you create a plan to give to organizations you love.

The Joy of Giving
Blue Anchor and its principals give countless hours of time to community services and donate to various non-profit organizations because we support an economically healthy world through giving. We are proud supporters of the organizations doing the good work of making our community and the world, a better place in which to live and work.

Learn how we can help you create a plan to give to organizations you love.

Choosing a Financial Advisor

At Blue Anchor we understand that choosing a financial advisor is a big step. We agree. We believe that working with a smaller independent firm allows personal access to your financial advisors not normally found in larger firms, retail brokers, or big banks. We are not controlled or pressured like many larger firms for performance or too many clients. We are focused on you. We know that we must earn and keep your trust by demonstrating that we will act in your best interest at all times, doing our utmost to help you reach your life goals by wisely using your money to reach those goals. We approach investing from a financial planning perspective, with a holistic view of the big picture.

We partner with Charles Schwab Institutional Group as custodian of client accounts under our management. As our partner, Schwab transacts the trades in client accounts, keeps records, provides technical support, monthly account statements and secure, encrypted state of the art tech access to client accounts 24/7. Blue Anchor and Schwab do not pay each other any fees, compensation, commissions, or remuneration of any kind.