3205 Devine Street
Columbia, SC 29205
Phone: (803) 399-9383
One of the most significant lessons of the past year has been to expect the unexpected and to have a plan to weather any storm. Perspective is much easier in the rearview mirror but, as the world has reeled from encounters with crisis — the pandemic, political events, international conflicts — one reminder that may be helpful is that in roughly the past two decades we have survived and overcome the 2000 tech crash, the 2008-09 recession, and the 2020 COVID market. Time does indeed march on and the world continues to advance.
The experienced professionals at Anchor have helped clients navigate these events by reviewing their financial plans and making adjustments as needed. Decades of work in the industry and the depth of knowledge of the team allow for a comprehensive approach that has proven invaluable in providing peace of mind during these stressful times.
Since Anchor’s founding in 2000, the firm has been assisting affluent individuals, families, and corporations in Columbia and throughout the Southeast in charting a course to meet their present and future financial needs and goals. Anchor’s mission is to aid clients in the building and preservation of wealth by providing financial expertise and exemplary quality of service that has made the firm a valued partner across multiple generations of families. As an independent Registered Investment Advisor, Anchor embraces the fiduciary duty to act in the best interests of clients at all times. The firm is privately owned by tenured, dedicated employees and offers a compelling value in the marketplace.
Whether engaged strictly in investment management or fully in retirement and financial planning, Anchor’s team relishes the opportunity to build long-lasting relationships with the firm’s valued clients. By understanding the needs of each client, the professionals at Anchor are able to tailor plans to the comfort level of each individual and to provide consummate individual attention. This personalized approach also allows for the flexibility to leverage skill and insight into each investment decision. With respected industry credentials and many years of experience, Anchor stands ready to serve as your partner in preparing for your financial future.