Find a Financial Planner in Anchorage, AK

 

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We Only Work With The Best Anchorage Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Anchorage, AK


  • Financial Advisor Close to Anchorage, AK

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Anchorage Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Anchorage area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Anchorage offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
13.6% of Anchorage's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Anchorage area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Anchorage area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Anchorage area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Anchorage area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Alaska has unique laws defining which actions trigger a taxable event and has the lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Anchorage area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Anchorage area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Anchorage, AK


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Anchorage, AK

We evaluated over 13,000 RIA firms to bring you the best of the best Anchorage financial advisors.
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How Retirement-Friendly is Anchorage, AK?

  • Population: 293,531
  • % of Population 62 Years and Over: 13.6%
  • Average Home Value: $322,100
  • Average Monthly Housing Cost: $1,517
  • Average Household Income: $109,988
  • Alaska Total Tax Burden: 5.10% (Lowest in U.S.)
  • Alaska Property Tax: 3.68% (11th Highest in U.S.)
  • Alaska Individual Income Tax: 0.00% (Lowest in U.S.)
  • Alaska Sales and Excise Tax: 1.42% (5th Lowest in U.S.)


The Top Financial Advisor Firms in Anchorage, AK


LATASH INVESTMENTS, LLC

Website

(907) 868-7580

301 W. Northern Lights Blvd.,
Suite 412
Anchorage, AK 99503

SEC#: 801-62261
Years in Business: 17 years

ALASKA PERMANENT CAPITAL MANAGEMENT CO

Website

(907) 272-7575

900 W 5th Avenue, Suite 601

Anchorage, AK 99501

SEC#: 801-40501
Years in Business: 29 years

FOUNDATIONS ASSET MANAGEMENT, LLC

Website

(907) 754-3600

3601 C Street
822
Anchorage, AK 99503

SEC#: 801-68861
Years in Business: 13 years

ARBOR CAPITAL MANAGEMENT INC

Website

(907) 222-7581

1400 West Benson Blvd.
Suite 575
Anchorage, AK 99503

SEC#: 801-57392
Years in Business: 21 years

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

Website

(907) 272-7575

900 West 5th Avenue
Suite 601
Anchorage, AK 99501

SEC#: 801-80133
Years in Business: 6 years

SHILANSKI & ASSOCIATES, INC.

Website

(907) 278-1351

431 West Seventh Avenue
Suite 100
Anchorage, AK 99501

SEC#: 801-88195
Years in Business: 6 years

PT CAPITAL ADVISORS, LLC

Website

(907) 433-6600

188 W. Northern Lights Blvd.
Suite 920
Anchorage, AK 99503

SEC#: 801-107539
Years in Business: 5 years

MCKINLEY CAPITAL MANAGEMENT, LLC

Website

(907) 563-4488

3800 Centerpoint Drive
Suite 1100
Anchorage, AK 99503

SEC#: 801-38751
Years in Business: 30 years