Blue Anchor Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. Most clients are individual households (from average to high income) and the firm also works with pooled accounts such as employer-sponsored retirement plans and public entities.
The firm’s investment advice is delivered with a financial-planning perspective and relies primarily on fundamental analysis; Blue Anchor does not engage in day trading and considers a broad range of securities, including municipal securities, mutual funds, ETFs, DSTs and certain alternative instruments. Portfolio management is performed after client consultation — the firm offers discretionary authority only when clients expressly grant it and otherwise executes transactions with client approval, and it provides quarterly written reports to managed-account clients.
Noteworthy aspects for this firm include a recent SEC registration disclosed as a material change and the use of standing letters of authorization with its custodian, which results in limited-form custody protections and related safeguarding procedures. Blue Anchor is fee-only, applies the Certified Financial Planner™ Code of Ethics across the firm, does not accept commissions or vote client proxies, and discloses receipt of soft-dollar research and services from its chosen custodian.
Client services
Expertise
Occupation focus
Fee options
1.5% annually of the value of the managed portfolio (negotiable)
$195.00 per hour for financial planning and written investment advice (negotiable)
Fee-only: $195.00 per hour for financial planning and written investment advice (negotiable)
Main office
4079 Tongass Ave. Suite 204
Ketchikan AK 99901
Advisors at this office
6
Most active in
Alaska · California · Colorado · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tristan D
Series 65
Ketchikan, AK
Blue Anchor Wealth Advisors, LLC
Tristan Dahl is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, AK, holding a Series 65 credential. He joined the firm in 2025 and has less than one year of industry experience. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm serves mostly individual households and pooled accounts, delivering investment advice based on fundamental analysis and emphasizing a financial-planning perspective.
Fiona C
Series 65
Ketchikan, AK
Blue Anchor Wealth Advisors, LLC
Fiona Capell is a financial advisor at Blue Anchor Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at several companies, including Rover, Mysteries Inc., and Sino-US Corporate Services. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes a financial-planning approach using fundamental analysis and offers discretionary authority only when clients specifically grant it.
Wayne T
Series 65
Ketchikan, AK
Blue Anchor Wealth Advisors, LLC
Wayne Trana is a financial advisor with Blue Anchor Wealth Advisors, LLC in Ketchikan, Alaska. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Anchor, he worked at Sorensen Appraisals Inc for 24 years. Outside of his advisory role, Wayne provides third-party administration services to qualified retirement plans through JV Associates. Blue Anchor Wealth Advisors offers financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes fundamental analysis and a financial-planning perspective, serving mostly individual households and pooled accounts with a fee-only compensation model.
Matthew E
Series 65
Ketchikan, AK
Blue Anchor Wealth Advisors, LLC
Matthew Eisenhower is a financial advisor at Blue Anchor Wealth Advisors, LLC, holding a Series 65 designation with six years of industry experience. Prior to joining Blue Anchor in 2020, he worked for seven years at PeaceHealth Ketchikan Medical Center. Blue Anchor Wealth Advisors offers financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes a financial-planning perspective with fundamental analysis, serving primarily individual households and also managing pooled accounts such as employer-sponsored retirement plans and public entities.
Christine E
CFP®
Ketchikan, AK
Blue Anchor Wealth Advisors, LLC
Christine Eisenhower is a CFP® professional with 11 years of industry experience. She has been with Blue Anchor Wealth Advisors, LLC since 2020 and previously worked at Otter Creek Partners for eight years. Eisenhower is also a Certified Public Accountant, though she is not currently practicing in that capacity. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm delivers investment advice using a financial-planning perspective with an emphasis on fundamental analysis and offers discretionary portfolio management only with client consent.
Zachary G
CFP®, Series 63, Series 65
Ketchikan, AK
Blue Anchor Wealth Advisors, LLC
Zachary Guffy is a CFP® with seven years of industry experience, currently serving at Blue Anchor Wealth Advisors, LLC. His prior work includes roles at Beacon Pointe Advisors, LLC and JPMorgan Securities LLC. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local governments. The firm emphasizes a financial-planning perspective with investment advice based on fundamental analysis and manages portfolios primarily with client consultation.
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