Laurels

Best Financial Advisors in Anchorage
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Anchorage, AK

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Alaska Permanent Capital Management

Alaska Permanent Capital Management

  • Certified Financial Planner (CFP)

For over 25 years, Alaska Permanent Capital Management has provided financial advisory services to the Anchorage metro. The Registered Investment Advisor firm creates a portfolio based upon clients' objectives and constraints. Additionally, it offers cash flow simulations, risk management tools, and portfolio trading & rebalancing. Its team also evaluates new asset classes & investment strategies and annually reviews asset allocation & capital market assumptions. Six advisors of Alaska Permanent Capital Management hold the Chartered Financial Analyst® designation.

900 West 5th Avenue
Anchorage, AK 99501

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Arbor Capital

Arbor Capital

  • Certified Financial Planner (CFP)

Arbor Capital provides financial advising services to the Anchorage metro and the surrounding areas. It helps individuals manage and grow their finances to meet their goals and needs by offering investment strategies and portfolio design services. Arbor Capital also serves native corporations, entrepreneurs, and small businesses needing financing advising solutions. One of the company's team members, Ty Schommer, is a financial advisor and a certified financial planner with over 25 years of experience in the industry.

800 E Dimond Blvd #3-310
Anchorage, AK 99515

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Artica Financial Services

Artica Financial Services

  • Certified Financial Planner (CFP)

Artica Financial Services is an independent financial advisory firm serving the community of Anchorage. It is a holistic financial planning firm not restricted by being attached to brokers or custodians trying to sell products. The firm offers debt management, retirement planning, investing, divorce planning, tax estimates, transition assistance, rental income strategies, and small business planning. It helps clients see available choices, identify the paths that bring them closer to their goals, and create stepping stones for achieving financial success.

3801 Centerpoint Dr Suite 301
Anchorage, AK 99503

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Audax Wealth Management, LLC

Audax Wealth Management, LLC

Audax Wealth Management, LLC is a fee-only financial planning firm headquartered in Anchorage, AK. They offer fractional CFO services for businesses, advanced planning for families, investment management and exit planning for owners. Audax helps owners increase profitability and get ready for the next chapter. The owner, Christina Gamache, has 20 years of experience in the financial services industry and holds her CEPA designation, a Master's degree in Entrepreneurship and a Master's certificate in financial planning.

1221 Huffman Park Drive
Anchorage, AK 99511

Website

Website
Bright Road Wealth Management

Bright Road Wealth Management

  • Retirement Planning
  • Business Formation

Bright Road Wealth Management is an independent, fee-only Registered Investment Advisor with an office in Anchorage. It comprises financial advisors who have a combined experience of over 60 years in the financial industry and hold AIF, CFA, and CFP certifications. The team offers retirement planning and investment management through risk evaluation, portfolio performance analysis, asset allocation, and customized investment plan design. Additional services include advanced planning, relationship management, retirement plan, and small business and nonprofit support.

405 West 36th Avenue
Anchorage, AK 99503

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Variable (Good)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cornerstone Advisors, Inc.

Cornerstone Advisors, Inc.

Cornerstone Advisors has been serving communities in Anchorage, Alaska and Bellevue, Washington since 1984. The firm creates customized investment portfolios based on client objectives. It also offers portfolio design and trust services. The firm manages investments by providing clients with strategic allocation, cash management, municipal bond and taxable bond management, public equity, private equity, real assets, real estate, and alternative investment strategy services. Specific services for families include strategic planning, cash flow strategies, tax management, estate planning, and lifestyle services. The firm hosts a number of events and works with several nonprofits to connect to the community.

Anchorage, AK 99503

Website

Website
Heisten Financial

Heisten Financial

  • Certified Financial Planner (CFP)

Heisten Financial is a team of advisors who provide a range of services to clients in Anchorage and the surrounding areas. The services include financial planning and developing strategies to achieve different milestones such as retirement and children's education. In addition, it provides investment management, where it allocates investments across asset classes. It offers a sustainable investing strategy that integrates environmental, social, and governance criteria. It also has impact investment where it contributes a part of its revenue to different communities.

3003 Minnesota Dr., STE 305
Anchorage, AK 99503

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Intentional Advisors

Intentional Advisors

  • Estate Planning

Intentional Advisors is an independent financial planning firm serving clients in Anchorage and its neighboring metros. Its principal advisor, Daniel Crumpacker, holds a CFP designation. He established the firm in 2018, helping individuals optimize their wealth through financial planning solutions. These solutions involve retirement, estate, investment, and business owner planning. He tailors the plan according to the client's monetary objectives. Crumpacker also offers life, disability, and long-term care insurance, in addition to investment management programs and college funding.

721 Depot Dr
Anchorage, AK 99501

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Karen R. Hansen, LUTCF

Karen R. Hansen, LUTCF

Karen R. Hansen, LUTCF is a financial advisory firm with offices in Anchorage and Juneau. The firm has been an Investment Adviser Representative of Woodbury Financial Services since 2005. It offers a variety of products and services to help clients protect their assets, many of which are insurance-based. Karen is an insurance representative who provides clients with a range of options. Insurance options include disability income, health, and long-term care insurance. Additionally, the firm helps clients with education funding plans, business planning, and estate planning. Several investment opportunities are available from mutual funds to annuities to life insurance.

Anchorage, AK 99501

Website

Website
Leonard & Martens

Leonard & Martens

  • Certified Financial Planner (CFP)

Leonard & Martens is an independent financial advisory firm located in Anchorage that helps clients manage their wealth, plan for retirement, and preserve their assets. It primarily offers financial planning, investment advice, and portfolio development services. Being independent, it also has the freedom to work with various investment companies to create personalized client portfolios. Founder Jeff Leonard started his career in the financial industry in 1993 with Deloitte before eventually founding Leonard & Martens in 1999.

3401 Denali Street
Anchorage, AK 99503

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Morrison Coon Group

Morrison Coon Group

  • Certified Financial Planner (CFP)

Morrison Coon Group is a financial advisory team helping individuals, families, non-profit organizations, and ERISA retirement plans in Anchorage. Its team provides financial recommendations through Merrill's resources to simplify clients' financial matters. It offers wealth management services that involve liability or debt management, retirement and estate planning, participant support services, and corporate retirement plan sponsor. Morrison Coon Group has an application called MyMerrill and a website that gives access to client's financial information and enables secure communication with their respective financial advisors.

3601 C Street
Anchorage, AK 99503

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

North Harbor Wealth Management

North Harbor Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning

North Harbor Wealth Management is an advisory practice that serves the Anchorage area. Its team helps clients attain their financial goals through cash management solutions, annuities, and insurance policies, and the financial specialists also provide advice on retirement savings, cash flow and budgets, and tax planning strategies. They review clients' investments and progress and meet with them quarterly, annually, or semi-annually. Andrew Cooper, North Harbor Wealth Management's senior vice president, is an APMA and CFP with over 20 years of trade experience.

3601 Minnesota Drive
Anchorage, AK 99503

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ron Morgan & Associates, LLC.

Ron Morgan & Associates, LLC.

Ron Morgan & Associates is a tax service and financial planning firm located in Wasilla. The firm holds licenses in Missouri and Alaska. Tax services for individuals and business include tax preparation, bookkeeping, tax planning, and strategy sessions to solve tax problems. The firm's business services include bank financing help, strategic business planning for tax efficiency, and tax plans for nonprofit organizations. Individuals have access to financial planning services like retirement planning, college tuition planning, disability income insurance options, investment planning, and legacy planning. The firm also helps plan and execute estates in a tax-efficient manner.

Wasilla, AK 99654

Website

Website
Sagemark Consulting

Sagemark Consulting

  • Estate Planning
  • Retirement Planning

Sagemark Consulting Private Wealth Services is a team of financial advisors serving the area of Anchorage. The company assists with estate or asset protection, retirement planning, and contingency planning. In addition to this, it can also aid clients in investment planning, business owner planning, and exit planning strategies. Thomas Turner and Paul Vann currently lead the company, who both have more than 40 years of experience in the business. Both of them also have a Master's degree in Business Administration.

2408 Telequana Drive
Anchorage, AK 99517

Website

Website
Shilanski & Associates, Inc.

Shilanski & Associates, Inc.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Shilanski & Associates, Inc., has been advising clients in Anchorage since 1981. It is an independent financial advisory firm creating comprehensive financial plans that include cash flow management, insurance coverages, tax planning, and investment management. Furthermore, its financial advisors also help individuals prepare for the future by planning their retirement income and estates. Company president and Registered Financial Consultant Floyd Shilanski served in the U.S. Air Force from 1971 to 1978 before entering the financial industry.

431 West 7th Avenue
Anchorage, AK 99501

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Stokes Financial Services

Stokes Financial Services

  • Estate Planning
  • Retirement Planning

Stokes Financial Services assists Anchorage residents in planning for retirement. The firm offers customized wealth planning programs based on a client's investment needs and risk tolerance. Its professionals use investment and tax-efficient strategies to achieve long-term financial success. They also offer education, estate, and retirement planning services. In addition, the firm assists clients in selecting disability income, long-term care, and life insurance policies. Bill Stokes, the firm's founder, is a Certified Financial Planner with over 29 years of experience.

207 East Northern Lights Boulevard Suite 225
Anchorage, AK 99503

Website

Website
The Planning Center

The Planning Center

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

The Planning Center is a team of financial professionals that lists the Anchorage metro as one of its service areas. The team provides services such as asset and debt management, estate planning, asset protection and preservation, and investment management. It also helps clients in philanthropy matters, tax management, and accumulation and retirement planning. The Planning Center was established in 1998. Its president, Eric Kies, is a member of the National Association of Personal Financial Advisors and is a Certified Financial Planner.

1407 West 31st Avenue
Anchorage, AK 99503

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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