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Jody B
CFP®, Series 63, Series 65
West End, NC
Anchor Point Financial Planning LLC
Jody Beene Smith is a CFP® professional with 15 years of industry experience, currently serving as the principal advisor at Anchor Point Financial Planning LLC. Prior to founding the firm, Smith worked at Purshe Kaplan Sterling Investments, IA Network (Stockham Financial), and First Allied Advisory Services. In addition to financial advising, Smith acts as a Notary Public for Moore County and is CEO and 50% owner of Stockham Financial Services. Anchor Point Financial Planning LLC provides fee-only comprehensive financial planning and investment management primarily for individuals and families undergoing major life transitions, as well as high-income professionals in the accumulation phase. The firm emphasizes personalized asset allocation using a blend of passive and active investment vehicles and offers tailored model portfolio solutions with discretionary oversight.
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