Financial Managers

Front row: Sara Caudle, Amy Tucker, Pat Dorn, Dawn Scholl, Jill Kearse Second row: Joy Watkins, Margaret Ellen Pender, Sam Lumpkin, John Moorman, Cheryl Henderson Third row: Sandra Hastings, Walker Williams, Greg Dunston, William Haselden, Brian Blackwelder Not pictured: Carole Moser, Gerry Ward

As the world has changed over the past few years, one lesson is certain…expect the unexpected. The experienced professionals at Anchor help their clients navigate these unexpected events, so they do not have to face the uncertainty alone. Their decades of work in the industry and the team’s depth of knowledge allow for a comprehensive and tailored approach that Anchor believes can help provide their clients with some peace of mind, especially during stressful times in their lives.

For over 20 years, Anchor has been providing holistic wealth management solutions to affluent individuals, families, and corporations in Columbia and throughout the Southeast. Anchor’s mission is to aid clients in the building and preservation of wealth by providing financial expertise with an exemplary quality of service that has made the firm a valued partner across multiple generations of families. As an independent Registered Investment Adviser, Anchor embraces its fiduciary duty to act in the best interests of clients at all times. The firm is privately owned by seasoned employees who are dedicated to achieving long-lasting results with the meticulous attention to detail you desire.

Whether engaged strictly in investment management or more fully engaged in retirement and financial planning, Anchor’s team understands the level of trust and care it takes to manage your wealth. Not only do they value the opportunity to work alongside you to develop and execute an investment plan designed to help meet your investment goals, but Anchor also cherishes the enduring relationships that are built upon dedication and integrity. In fact, these important relationships are the driving factor for the Anchor team as they work to develop, grow, and refine their skills to serve their clients fully. Anchor’s office is located in an old house, rather than an office building, and serves as a tangible representation of the value they place on creating the comfort of home. Once you feel their warm hospitality, you will know you’ve found your financial home at Anchor.