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

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

Blue Anchor Wealth Advisors, LLC is a fee-only advisory firm that provides financial planning, portfolio management, retirement planning and business advice to individuals, small businesses, and other entities. The brochure states the firm serves typical retail clients as well as municipal governments and qualified retirement plans, and it charges percentage-of-AUM fees for managed portfolios. The firm applies a financial-planning perspective and primarily uses fundamental analysis when evaluating investments, offering both financial plans and portfolio management with clients able to impose investment restrictions recorded in an Investment Policy Statement. Portfolio management can be discretionary or non-discretionary; the brochure discloses that roughly 75% of assets were managed on a non-discretionary basis as of 12/31/2023 and clients receive quarterly reports and regular reviews. Notable distinctions in the brochure include explicit work with local municipal governments and with qualified retirement plans and pooled-vehicle structures (e.g., DSTs), services that are less common among peer teams. The firm also documents a past disciplinary action from 2015, and its senior investment staff combine financial planning and accounting expertise (including a CFP® with CPA background who provides divorce/dissolution valuations) alongside team members who provide 401(k) plan design and administration as part of the firm’s service mix.

To learn more about the advisors currently working at Blue Anchor 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.