3205 Devine Street
Columbia, SC 29205
Phone: (803) 399-9383
What milestones have characterized your last 20 years? At Anchor Investment Management, there have been quite a few! The firm has moved to its third office and put down some roots, expanded from two professionals to a total staff of 13, and increased its areas of financial expertise by adding two CFPs, an MBA, and other experienced team members. All the while, the team has enjoyed helping its clients manage, increase, and preserve their financial assets. Certainly, the world will keep changing and Anchor will continue to evolve as well, but through it all, Anchor’s clients can count on the consistency of independent quality advice, counsel, and concern for them as individuals.
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 the 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.
Anchor’s merger with Watkins Financial Group in 2017 furthered the evolution of the firm by broadening the array of services offered and growing its team. Whether engaged strictly in investment management or fully in retirement and financial planning, all of the employees at Anchor relish 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 an asset allocation suited to the risk tolerance of each account and to provide consummate individual attention. This personalized approach delivers comfort to clients while allowing 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.