Charting the Course and Leading the Way

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Anderson Wealth is a boutique financial advisory firm focused on Retirement Planning and best in class Investment Performance.  Our 5-year stock portfolio returns place our firm in the top 1% of investment managers in the United States.

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The majority of financial advisory firms prioritize sales and asset gathering over performance.  As a result, the majority of financial advisors underperform the market averages.  At Anderson Wealth, we prioritize superior performance and we have an audited track record to prove it.  

 

In addition, industry advisors will typically have over 400 clients so their ability to serve their clients suffers.  Anderson Wealth limits our advisors to only 60 client relationships in order to provide a higher level of attention and service.

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We have significantly outperformed the markets in both up and down years.  If you would like to get off the rollercoaster of mediocrity, please contact us for a consultation!