Anchor Wealth Advisors, LLC

Anchor Wealth Advisors is an independent advisory firm that provides discretionary portfolio management, comprehensive financial planning, and employee benefit plan consulting to a mix of individual clients, trusts and estates, charitable organizations, and corporate clients. The firm also offers automated advisory services under the EMBARK Financial dba (via Betterment for Advisors) and conducts educational seminars and corporate consulting engagements.

The firm primarily employs a passive investment approach using low‑cost index funds and third‑party managers, while also offering separately managed accounts, unified managed accounts with an overlay manager (55IP), and direct indexing strategies that can include tax‑loss harvesting. It manages held‑away retirement accounts through the Pontera platform, generally operates on a discretionary basis, and provides written plans and ongoing monitoring for comprehensive planning clients.

Noteworthy for a small independent adviser, the firm combines individual wealth management with pension consulting and participant education for employer plans and work with charitable organizations—services that are relatively uncommon among peers. The brochure discloses approximately $76 million in discretionary AUM (and about $15 million in assets under advisement), the principal’s CFP credential, and a disclosed consulting relationship with an employer client that is addressed in the firm’s conflicts‑of‑interest and supervision disclosures.