Our Firm

Our Firm

About Us

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 $65 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.

We meet and communicate in many ways, whether it be in person or virtually, accessibility and communication are core values at our firm.

We are a fee-only firm. 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. Read more about our fees.

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.

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History + Ownership. The firm was founded in 2003 in Ketchikan, Alaska. Christine Eisenhower became a partner in 2012 and in 2020 Matt and Christine became sole owners and operators of the firm. A new branch was opened in Bend, Oregon in 2021. Together, Matt and Christine have more than 30+ years of experience in the financial industry.

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

About Us

Blue Anchor is an independent Registered Investment Advisory firm specializing in Financial Planning, Investment Advice, Retirement Planning, and Major Life Events. We balance best in class service with a hometown touch, and our clients have trusted us with over $65 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
Client Relationship 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.

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Gail Klein
Client Relationship 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.

Who We Are

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Christine Eisenhower
Financial Advisor, CFP®

Christine is a CFP™ (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 and various financial leadership positions, Christine completed her CFP (Certification Professional Education Program) at the College for Financial Planning in 2014. For more than ten years, Christine has been offering fiduciary financial advice to clients. Christine serves as the Chief Investment Officer for Blue Anchor leading the firm in investment strategies and major portfolio construction.

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

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Matt Eisenhower
Financial Advisor, CRPC®

Matt is a CRPC® (Chartered Retirement Planning Counselor). He completed his CFP (Certified Financial Planning) Certification Professional Education Program at the College for Financial Planning in 2019 and passed the FINRA series 65 exam. Matt has more than 20 years leadership in charitable non-profit organizations including investing and managing financial endowments. 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. Matt serves as CEO of Blue Anchor.

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

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Amber Wiebelhaus
Client Relationship 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.

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Gail Klein
Client Relationship Coordinator

Prior to joining Blue Anchor Gail had over 25 years of experience in the University of Alaska system focused on supporting students to achieve their academic goals. She was a recipient of the statewide “Make Students Count” award for a high level of dedication to students. She has a BBA from the University of Alaska Fairbanks.  

Gail loves spending time with her daughter, traveling, and curling up with a good book.

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Rebecca Leach
Client Relationship Coordinator

Rebecca graduated from Elon University with majors in Film and Broadcast Communications. She spent 8 years producing videos for military, marketing and political clients in the Washington, DC area. After her move to Alaska, Rebecca and her husband began tendering for the fishing community.

In the off-season, church and boat maintenance keep her busy, domestic projects, music and her family keep her happy.

Choosing a Financial Advisor

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 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.