A complete list of active advisors currently associated with Anchor & Oak Wealth Advisors, LLC

Warmer can help you find a great advisor at Anchor & Oak Wealth Advisors, LLC or one who fits your needs even better.

Anchor & Oak Wealth Advisors, LLC is a newly registered investment adviser that offers discretionary portfolio management to individual clients and advisory and pension consulting services to employee benefit plans. The firm also provides financial planning in several classes (comprehensive, modular, and portfolio-management coordination) and offers participant education and enrollment meeting support for retirement plans. The firm typically manages accounts under discretionary authority and uses firm model portfolios and third‑party money managers to implement client strategies, retaining the ability to hire and terminate sub‑advisers without prior client approval. Its stated methods of analysis include modern portfolio theory, fundamental and technical approaches, and it manages cash using the custodian’s money market sweep as part of its cash-management process. What is notable about Anchor & Oak is that, despite reporting no assets under management and having no active SEC‑registered advisors, it discloses both individual portfolio management and institutional pension consulting services — a combination that is uncommon among firms in its registration category. The brochure also clarifies that the firm does not participate in performance‑based fee arrangements, may place trades using model portfolios and third‑party managers, and does not serve as a private fund adviser.

To learn more about the advisors currently working at Anchor & Oak Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Anchor & Oak Wealth Advisors, LLC's office locations.