Blue Anchor Wealth Advisors, LLC

Tristan Dahl is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, AK. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he was a student for ten years. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm uses fundamental analysis for security selection and provides both written financial plans and portfolio management, primarily on a non-discretionary basis.

Fiona Capell is a financial advisor at Blue Anchor Wealth Advisors, LLC, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Rover, Mysteries Inc., Recapped, Sino-US Corporate Services, Sam's Tavern, and Preservation Kitchen. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm emphasizes fundamental analysis in security selection and provides both written financial plans and portfolio management, primarily managing assets on a non-discretionary basis.

Wayne Trana is a financial advisor at Blue Anchor Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sorensen Appraisals Inc from 1999 to 2023. Outside of advisory work, he provides third-party administration services to qualified plans through JV Associates. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm offers financial planning, retirement planning, and portfolio management, primarily managing assets on a non-discretionary basis using fundamental analysis.

Matthew Eisenhower is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, Alaska. He holds a Series 65 credential and has six years of industry experience. Prior to joining Blue Anchor Wealth Advisors in 2020, he worked at PeaceHealth Ketchikan Medical Center for seven years. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm focuses on fundamental analysis for security selection and provides both financial planning and portfolio management, primarily managing assets on a non-discretionary basis.

Christine Eisenhower is a CFP® professional with 10 years of industry experience. She has worked at Blue Anchor Wealth Advisors, LLC since 2020 and previously spent eight years at Otter Creek Partners. She is a Certified Public Accountant though she is not currently practicing as a CPA. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm offers financial planning, retirement planning, portfolio management, and business advice, applying fundamental analysis to security selection and managing most assets on a non-discretionary basis.

Zachary Guffy is a CFP® with seven years of industry experience. He is currently with Blue Anchor Wealth Advisors, LLC and previously worked at Beacon Pointe Advisors, LLC and JPMorgan in various capacities. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm uses fundamental analysis for security selection and provides financial planning, portfolio management, and business advice, managing most assets on a non-discretionary basis.