Fiduciary advisors in Anchorage, AK

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.

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

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

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

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.