Alaska stands out as one of the most tax-friendly states for investors — no state income tax, no state sales tax, and no tax on Social Security or retirement income. Anchorage and Fairbanks are home to most of the state's financial advisory firms. The Alaska Permanent Fund Dividend adds a unique planning dimension, and advisors here often specialize in helping oil industry workers, military families, and federal employees with retirement transitions and resource-based wealth management.
Anchorage, Alaska
Nathan McKay, Financial Adviser with Sound Financial, is based in Anchorage, Alaska and provides estate planning and financial planning services. The firm operates in English.
View detailsAnchorage, Alaska
David Hannon, Financial Advisor at Eagle Strategies, operates in Anchorage and provides financial planning services with a focus on retirement planning and investment management. The firm serves clients in English and holds a 5-star rating based on Google reviews.
View detailsAnchorage, Alaska
Insurance-Based
Pierre Nicolet, Wealth Advisor at Eagle Strategies is based in Anchorage, Alaska and provides financial planning and insurance analysis services. The firm operates on an insurance-based model and conducts business in English.
View detailsAnchorage, Alaska
Insurance-Based
Shannon Clem, Clem Financial, is an insurance-based advisory firm in Anchorage, Alaska, specializing in insurance planning. The firm provides financial planning and insurance analysis services to clients seeking to evaluate their coverage and related financial strategies.
View detailsAnchorage, Alaska
Arbor Capital Management is an Anchorage-based firm providing financial planning and investment management services. The firm specializes in investment management for clients seeking guidance on portfolio strategy and structure.
View detailsAnchorage, Alaska
Alaska Wealth Management provides investment management and wealth management services to clients in Anchorage. The firm operates in English and serves the local Alaska market.
View detailsFairbanks, Alaska
Frontier Financial Planning is located in Fairbanks, Alaska and provides financial planning and retirement planning services. The firm specializes in retirement planning for its clients.
View detailsJuneau, Alaska
First Pacific Financial is based in Juneau, Alaska and provides estate planning, financial planning, investment management, and retirement planning services. The firm specializes in retirement planning.
View detailsWasilla, Alaska
Unburdened Financial Planning LLC is a financial planning firm based in Wasilla, Alaska. The firm provides financial planning services to clients in the region. More detailed information about specialties, credentials, and fee structures is not currently available.
View detailsWasilla, Alaska
Insurance-Based
Jason Dennis, Wealth Advisor at Eagle Strategies, is based in Wasilla, Alaska and provides financial planning and insurance analysis services. The firm specializes in insurance planning and operates as an insurance-based advisory practice. Services are available in English.
View detailsThis listing shows advisory firms with offices in Alaska. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.
If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.