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Best Financial Advisors in Anchorage

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Alaska Permanent Capital Management logo

Alaska Permanent Capital Management

900 West 5th Avenue, Anchorage, AK 99501
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  • 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.

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Arbor Capital logo

Arbor Capital

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

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Artica Financial Services logo

Artica Financial Services

3801 Centerpoint Dr Suite 301, Anchorage, AK 99503
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  • 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.

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Audax Wealth Management, LLC logo

Audax Wealth Management, LLC

1221 Huffman Park Drive, Anchorage, AK 99511
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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.

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Bright Road Wealth Management logo

Bright Road Wealth Management

405 West 36th Avenue, Anchorage, AK 99503
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  • 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.

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Cornerstone Advisors, Inc. logo

Cornerstone Advisors, Inc.

Anchorage, AK 99503
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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.

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Heisten Financial logo

Heisten Financial

3003 Minnesota Dr., STE 305, Anchorage, AK 99503
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  • 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.

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Intentional Advisors logo

Intentional Advisors

721 Depot Dr, Anchorage, AK 99501
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  • 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.

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Karen R. Hansen, LUTCF logo

Karen R. Hansen, LUTCF

Anchorage, AK 99501
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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.

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Leonard & Martens logo

Leonard & Martens

3401 Denali Street, Anchorage, AK 99503
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  • 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.

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Morrison Coon Group logo

Morrison Coon Group

3601 C Street, Anchorage, AK 99503
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  • 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.

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North Harbor Wealth Management logo

North Harbor Wealth Management

3601 Minnesota Drive, Anchorage, AK 99503
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  • 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.

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Ron Morgan & Associates, LLC. logo

Ron Morgan & Associates, LLC.

Wasilla, AK 99654
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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.

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Sagemark Consulting logo

Sagemark Consulting

2408 Telequana Drive, Anchorage, AK 99517
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  • 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.

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Shilanski & Associates, Inc. logo

Shilanski & Associates, Inc.

431 West 7th Avenue, Anchorage, AK 99501
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  • 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.

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Stokes Financial Services logo

Stokes Financial Services

207 East Northern Lights Boulevard Suite 225, Anchorage, AK 99503
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  • 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.

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The Planning Center logo

The Planning Center

1407 West 31st Avenue, Anchorage, AK 99503
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  • 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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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