The Best Financial Advisors in Anchorage

Here is our List of the 10 Anchorage Financial Advisor
Alaska Permanent Capital Management

Based in Anchorage, Alaska we provide sound financial advice and portfolio management allowing you to focus on your business, family and personal goals with a sense of empowerment and well-being. Our investment team members have advanced degrees and professional designations.

APCM Wealth Management for Individuals firmly believes that it only matters what you keep. Keeping expenses low so our clients’ money can compound is a hallmark of our pricing. Fees are structured based on account balance.

Services

  • Investment Management
    Investment Management clients benefit from the methodology and purchasing power of over $2 billion in assets under management.
  • Financial Planning
    With our planning process, we guide you through the bewildering maze of data and information and how it relates to your short and long-term financial and life goals.
  • Retirement
    Retirement can be one of life’s most exciting and challenging transitions. As your partner in financial success we like to explore what retirement means to you and together illustrate a plan to best fit your lifestyle vision.
  • Divorce
    The divorce process can be overwhelming as you deal with the financial implications of the divorce in addition to the emotional distress.
  • Death of a Loved One
    We bring financial expertise and strategic advice for your immediate needs to advanced planning.
900 West 5th Ave, Suite 601 Anchorage, AK 99501
Audax Wealth Management, LLC

Audax Wealth Management serves hard-working business owners and individuals with the goal of building wealth that will positively impact their communities. We make a living by what we get. We make a life by what we give.

We believe in helping you grow your wealth so you can invest back into your community. We know it’s not a new idea – but our approach is.

Advisory services are offered by Audax Wealth Management, LLC a Registered Investment Advisor in the State of Alaska. Being registered as a registered investment adviser does not imply a certain level of skill or training.

We know we can’t do it alone. That’s why we don’t. Our focussed approach includes building a community of expert advisors, made up of people with the same core values, who will work together to help you and your businesses succeed.

You need a wealth manager, a CPA, an attorney, a business consultant, and more. Access our exclusive network and find your perfect fit. You need simple, yet powerful investment tools to help you accomplish your goals.

Services

  • Business Owners
    Busy owners who need expert advice that flexes with their business
  • Women
    Women who need a listening ear and financial empowerment skills. Including issues affecting Divorcees and Widows
  • Individuals & Families
    People who know the power of solid financial advice
Anchorage AK 99511
Bright Road Wealth Management

We are proud to be an independent, fee-only Registered Investment Advisor(RIA). As such, we are happy to say we receive no commissions, revenue sharing, or fee trails from any investment products we recommend. Further, we are legally a fiduciary to all our clients, which requires us to act in your best interest.

At Bright Road Wealth, we are passionate about guiding our clients to fulfilling their financial goals. As a fee-only fiduciary, we have always adhered to the highest standard that places your interest ahead of ours.

Our process is designed to provide consistent guidance throughout the life of your plan. Whether you are planning for retirement, college savings, purchase or sale of a business, or leaving a legacy for your children and grandchildren, we are here to help you develop these goals and provide a roadmap to get you there.

Services

  • Retirement Planning and Investment Management
    Bright Road Wealth manages all investment elements in order to maximize the probability of clients achieving all that is important to them.
  • Advanced Planning
    Advanced Planning = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving Wealth Enhancement consists of minimizing taxes paid to the Government.
  • Relationship Management
    At Bright Road Wealth, we act as your personal Chief Financial Officer (CFO). We strive to build deep, open, and long-term relationships with our clients.
205 E Benson Blvd, Anchorage, AK 99503
Pathstone

Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice.

Pathstone’s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.

In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process. To begin, first help us understand you and your needs.

Services

  • Investments
    Objective advice, deep research, innovative solutions and a commitment to deliver competitive net results.
  • Wealth Preservation and Planning
    We will work closely with you to develop a framework around your entire wealth enterprise designed to achieve your objectives and help you preserve wealth across generations.
  • Tax and Accounting
    In-house team of tax professionals to assist with all of your compliance and accounting needs.
  • Extended Family Office Services
    Fully staffed team capable of delivering comprehensive family office services tailored to your specific requirements.
3601 C St Suite 1320 Anchorage, AK 99503
Karen R. Hansen, LUTCF

Karen Hansen is dedicated to professional excellence and the successful problem solving of her clients’ financial needs and goals. Karen and her staff, Maxine in Anchorage and Lucy in Juneau, pride themselves on their commitment to service.

As a 20-year educator in a former career, Karen strives to enlighten her clients to the constant changes in the financial world. To accomplish this, she has offices in both Anchorage and Juneau.

Karen is a Life & Qualifying member of the Million Dollar Roundtable, an international association of leading professionals recognized as the standard of excellence in the life insurance-based financial industry and for several years was a Top of the Table or Court of the Table member, the eite of the elite; a member of the Society of Financial Professionals; the Anchorage and Juneau Estate Planning Councils.

As an IAR, Karen conducts educational seminars on overall financial services, estate, tax, and retirement planning. Her specialty seminars are “Taking Control,” a seminar to empower women, and “Boomertirement,” a seminar to assist Boomer transition from the workforce to retirement living.

Services

  • Investment products
  • Including mutual funds
  • Annuities and investment life insurance
  • Education funding
  • Business and estate planning
  • Long-term care
  • Health insurance and disability income protection.
1600 A Street, Suite 310 Anchorage, AK 99501
Leonard & Martens, LLC

Leonard & Martens, LLC, is an independent firm. Our advisors are dedicated to helping our clients manage wealth, plan for retirement and preserve their hard-earned assets.

Our firm is completely independent, so our loyalty belongs exclusively to our clients – not to a parent company. Securities are offered through Raymond James Financial Services, Inc. (RJFS).

Utilizing the custodial services of RJFS, we have complete freedom to offer unbiased financial planning, investment advice and portfolio development.

Unlike advisors at many major brokerage firms, Mr. Leonard and Mr. Martens are licensed CPAs and Registered Investment Advisor Representatives and therefore operate in a fiduciary capacity.

Our independence enables us to establish working relationships with a number of industry-leading firms whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.

Services

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I maximize the return on my investments while managing risk?
  • How can I “inflation-proof” my investment income?
  • Do I need disability insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?
3401 Denali Street, Suite 103 Anchorage, AK 99503
Ron Morgan & Associates, LLC.

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly.

We’d like to provide you with an opportunity to get to know our staff as well as our firm’s values before you come to see us. The following pages should give you an idea of what we’re all about. We hope you enjoy them!

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles. Welcome to Ron Morgan & Associates, LLC. Enrolled Agents and Certified Public Accountants. A firm located in Wasilla, AK. Licensed in Alaska and Missouri.

Services

  • Personal Financial Planning
  • Estate Planning
  • Wealth Management
  • Reviews & Compilations
  • Bank Financing
  • Business Valuation
  • Strategic Business Planning
  • Succession Planning
  • New Business Formation
  • IRS Audit Representation
  • Non-Filed Tax Returns
  • Back Taxes Owed
  • Payroll Tax Problems
  • IRS Liens
  • IRS Levies
  • IRS Wage Garnishment
951 E Bogard Road, Suite 101 Wasilla, AK 99654
Shilanski & Associates Inc.

Financial Planners work intimately with clients to build and monitor comprehensive financial plans that take into consideration cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning, and business planning. Our approach is simple, we start by asking what your goals are.

After all, this is your financial plan. We want to help you articulate your goals and develop a financial plan to pursue them.

We do not “chase returns”; meaning, we do not seek to achieve arbitrary benchmarks based on market performance. Instead, we begin to work on what we refer to as your “Financial House”.

Any well-built house begins with a solid foundation. Which means that we want to ensure there are no “cracks in your foundation” before we get started. Then, we will move onto designing each room so that your house becomes a home.

Shilanski & Associates Inc., advisors has been helping Alaskans plan their financial futures since 1981. We are an independent firm – which means that we can select from a variety of company products to find the right products for our clients.

Services

  • Risk Management
  • Tax Planning
  • Investments
  • Cash Flow
  • Retirement Income
  • Estate Planning
  • Small Business Planning
431 W. 7th Ave, Suite 100 Anchorage, AK 99501
Tegeler Advisory Services LLC

The road to investing is full of twists and turns, ups and downs. As you look ahead, you can see only as far as the next corner. You want your financial future to be secure, but you are uncertain whether to slow down, accelerate or stop.

Due to the uncertainty, you often miss out on many potentially rewarding opportunities. You also may take unnecessary risks and fail to adequately protect your assets.

That’s where Tegeler Advisory Services, LLC can help. Our goal is to guide you along the financial road to your planned destination. We help take the mystery out of investing, managing risk and preparing for the future.

We’re here to help educate you about the concepts of financial management and to guide you along your individual road to financial peace of mind.

Services

  • Retirement Services – Have you reached the place in your financial path where retirement is being considered? Do you wonder if you have accumulated enough reserves to carry you through the Golden years?
  • Asset Sale Proceeds – Are you considering the disposal of major asset? What are your options? Should you defer taxes by a like-kind property exchange or convert the asset to cash? What are your investment options?
  • Inheritance / Death / Divorce – Have your suffered a bump in your financial road? Perhaps you are faced with an untimely death of a loved one, divorce or other unexpected event and are bewildered by all the decisions forced upon you.
2801 E Palmer-Wasilla Hwy Suite B Wasilla, AK 99654

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria