A complete list of active advisors currently associated with Silver Anchor Financial, LLC

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

Silver Anchor provides fee‑based investment advisory services to individual investors and to pension and profit‑sharing plan sponsors, and also serves trusts, estates, and business entities. The firm offers portfolio management for individuals and non‑discretionary pension consulting and plan‑sponsor support, including recommendations on recordkeepers, administrators, custodians, and investment options. The adviser applies Modern Portfolio Theory and may use fundamental, technical, and cyclical analysis to develop strategies implemented via individual securities or pre‑defined risk‑based models. As of December 31, 2025, the firm reported approximately $29.7 million in discretionary assets and $68.0 million in non‑discretionary assets, and it also refers clients to third‑party managed‑account sub‑advisors while providing ongoing oversight. What is distinctive is the firm’s focus on retirement plan work—providing ERISA 3(21) advisory services, recommending ERISA 3(38) managers when appropriate, conducting participant education and enrollment meetings, and benchmarking plan service providers—which is uncommon among independent peers. The adviser, formed in early 2024, combines individual portfolio management with plan‑level consulting and oversight, creating a hybrid service mix not typical for firms of this type.

To learn more about the advisors currently working at Silver Anchor Financial, 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.