Laurels

Best Financial Advisors in Anchorage
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Anchorage Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 77 51 13

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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Audax Wealth Management, LLC

Audax Wealth Management is run by Christina Gamache, an Anchorage-based financial advisor and investment manager. The firm provides financial planning services to individuals, families, and business owners, as well as women who may have specific financial issues related to divorce or widowhood. Before founding Audax Wealth Management, Gamache worked in the financial services industry for almost 20 years. A strong believer in using wealth to drive positive change in the world, she stays involved with multiple organizations in her community.

1221 Huffman Park Drive
Anchorage, AK 99511

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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

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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

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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

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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

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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

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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

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Tegeler Advisory Services, LLC

  • Retirement Planning
  • Tax Planning

Tegeler Advisory Services, LLC is an independent investment advisory firm that has been serving individuals, businesses, and non-profit organizations in Anchorage since 2009. It offers various services such as risk management, retirement planning, payroll, ?tax planning and compliance, and QuickBooks support. To meet the clients' needs and goals, the firm creates a customized financial program that includes strategic analyses. Tegeler Advisory Services, LLC was founded by Wesley Tegeler. He has 30 years of experience in tax, accounting, investment, and planning services.

2801 East Palmer-Wasilla Highway
Wasilla, AK 99654

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