Anchor Financial Group

Anchor Financial Group is a small, state‑registered advisory firm founded in 1988 that provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses and other financial professionals. Services described in the brochure include retirement, tax, education and estate planning, with options for comprehensive plans, limited‑scope hourly engagements and ongoing portfolio oversight.

The firm implements strategies based on fundamental analysis and broad diversification, blending passive index/ETF exposure, selectively chosen active funds and a range of alternative investments such as non‑public REITs, business development companies, interval funds, commodity funds and structured notes. Accounts are managed on a discretionary basis, trades are placed under a limited power of attorney, and client assets remain with third‑party custodians rather than held by the firm.

Noteworthy aspects include a two‑advisor ownership structure overseeing roughly 128 households and about $102 million in discretionary assets, and an uncommon referral practice in which the firm pays 50% of advisory fees to solicitors for a very small number of clients. Both principals maintain life and health insurance licenses and may receive commissions on insurance products (with disclosures and internal review), and the firm documents business continuity and succession plans and stores records in the cloud.