A complete list of active advisors currently associated with Anderson Financial Strategies, LLC

Warmer can help you find a great advisor at Anderson Financial Strategies, LLC or one who fits your needs even better.

Anderson Financial Strategies provides investment advisory and financial planning to a broad client base that includes individual and high‑net‑worth clients, trusts, estates, charitable organizations, foundations, corporations, small businesses, churches, and retirement plans. Services described in the firm’s brochure include discretionary and non‑discretionary portfolio management, comprehensive financial planning, model portfolio management (AFS CIO suites), and retirement plan consulting. The firm’s investment process combines active asset management with fundamental and technical analysis and uses Modern Portfolio Theory to construct diversified allocations; it offers a range of in‑house model portfolios across risk profiles and parallel tax‑aware variants. Anderson Financial Strategies also supports “held‑away” retirement accounts via a third‑party platform (Pontera) to review and rebalance outside accounts and provides ERISA 3(21) and discretionary 3(38) fiduciary services for plan sponsors. Compared with many peers, the brochure discloses a few uncommon features: the firm uses testimonials and endorsements in its advertising and permits borrowing in separately managed accounts. The firm also manages a relatively large asset base for its size (about $402 million across roughly 182 clients), uses third‑party vendors such as Pontera for held‑away management and 11thEstate to track class‑action recoveries, and documents both plan‑level fiduciary offerings and customized model portfolios.

To learn more about the advisors currently working at Anderson Financial Strategies, 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.