Fiduciary advisors in Alaska

Anchorage, Alaska

Nathan Mckay is a financial advisor with Sound Financial in Anchorage, Alaska, holding the LUTCF credential and over 25 years of industry experience. He offers estate planning and financial planning services, with a practice approach that begins with discovery to understand clients' goals and financial circumstances. Mckay is a registered representative with NYLIFE Securities LLC and holds memberships including MDRT Lifetime Member status and New York Life Council Member recognition.

Anchorage, Alaska

David Hannon operates Eagle Strategies in Anchorage, Alaska, offering financial planning services with specialization in retirement planning and investment management. The firm develops customized investment strategies informed by current research and aims to help clients clarify their financial objectives while managing emotional decision-making. Hannon has earned recognition from the Million Dollar Round Table in 2020 and 2021, and the practice includes support staff with over 20 years of experience in financial services.

Anchorage, Alaska

Insurance-Based

Pierre Nicolet, Wealth Advisor - Eagle Strategies is an insurance-based firm in Anchorage, Alaska. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open daily.

Anchorage, Alaska

Insurance-Based

Clem Financial, based in Anchorage, Alaska, provides financial planning and insurance analysis services with a focus on insurance planning. The firm follows a structured planning process that begins with an introductory meeting, proceeds to comprehensive data gathering and recommendation development, and includes plan review and discussion before implementation. Ongoing client relationships are maintained through annual review meetings to monitor progress and adjust recommendations as needed.

Anchorage, Alaska

Arbor Capital Management provides financial planning and investment management services to clients in Alaska and nationwide. Founded more than 25 years ago, the firm emphasizes personalized investment strategies and comprehensive financial planning tailored to individual goals, and has incorporated technology and access to alternative asset classes through its Arbor Digital platform. The firm serves clients across varying life stages and maintains a presence in Alaska as well as the contiguous United States.

Anchorage, Alaska

Alaska Wealth Management is a state-registered investment adviser in Anchorage offering investment management and wealth management services. The firm structures its client engagements around understanding values and objectives before assessing risk, then develops and implements customized financial plans. Services address retirement planning, inheritance management, education funding, and life transitions.

Fairbanks, Alaska

Frontier Financial Planning is a fee-for-advice firm in Fairbanks, Alaska, led by founder Greta, a CFP who specializes in financial and retirement planning for Alaska public employees and professionals participating in the state's PERS and TRS retirement systems. The firm provides comprehensive financial planning services including estate planning, tax planning, education planning, and retirement guidance, beginning with a baseline planning phase typically lasting four to six months followed by ongoing advisory care. The firm serves families across Alaska, including public sector employees, their spouses, and multi-generational households, and operates with a process-driven approach tailored to the distinct financial needs of Alaska residents.

Juneau, Alaska

First Pacific Financial is an independent wealth management firm in Juneau, Alaska, offering financial planning, investment management, retirement planning, estate planning, and tax-aware strategies. The firm operates as a fiduciary and integrates clients' values and priorities into a coordinated planning approach that addresses investments, taxes, risk management, and succession planning. Services are customized to individuals, families, and business owners seeking long-term advisory relationships. Ryan Oldroyd, CFP® and CPA/PFS, is among the firm's principals.

Wasilla, Alaska

Unburdened Financial Planning is a fee-only fiduciary firm in Wasilla, Alaska, founded by Matthew R. Pogirski, CFP®, AAMS™. The firm offers comprehensive financial planning services including budgeting, debt elimination, investment management, retirement planning, and insurance guidance with no asset minimums and transparent flat-fee pricing. Pogirski holds a Bachelor's in Accounting from Liberty University and an MBA from Cedarville University, and integrates a faith-based, values-driven approach into its planning process. The firm serves clients across South Central Alaska through in-person and virtual meetings with no hidden costs or commission-based incentives.

Wasilla, Alaska

Insurance-Based

Jason Dennis is a New York Life agent and wealth advisor in Wasilla, Alaska offering financial planning and insurance analysis. He works with individuals and business owners to develop insurance and financial strategies through a collaborative discovery process that prioritizes goals, identifies appropriate products, and coordinates with clients' other professional advisors.