A complete list of active advisors currently associated with Anchor Point Financial Planning LLC

Warmer can help you find a great advisor at Anchor Point Financial Planning LLC or one who fits your needs even better.

Anchor Point Financial Planning LLC focuses on individuals, couples, and families navigating significant life transitions—such as divorce, widowhood, inheritance, remarriage, and retirement or career changes—and also works with high‑income professionals in the wealth accumulation phase. The firm offers fee‑only services that include comprehensive financial planning (project‑based or ongoing), divorce financial planning, and discretionary investment management. The firm’s planning process is holistic and covers cash flow, tax, estate, insurance, retirement, and investment analysis, with tiered ongoing planning options (Silver, Gold, Platinum) and project or hourly engagements. For investments it blends passive and active approaches informed by Modern Portfolio Theory, and may use outside managers and model portfolios through third‑party platforms while providing ongoing oversight and, when authorized, discretionary trading. Noteworthy aspects relative to peers include a formal divorce financial planning capability supported by a CDFA®‑qualified lead advisor (the firm does not provide legal services or expert witness testimony), its recent formation and reporting of zero assets under management at filing, and operational choices that distinguish it from many small independents—specifically a requirement that clients custody assets at the firm’s recommended custodians (Schwab or SEI) and a stated policy of executing client trades on an individual rather than aggregated block basis.

To learn more about the advisors currently working at Anchor Point Financial Planning 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.

Name	Location	Years of experience
Jody Beene Smith	West End, NC	15

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