BALLAST FINANCIAL ADVISORS, LLC
SEC RegisteredAbout the firm
Anchor Capital Management is committed to helping clients plan their financial future based on their personal goals, offering a wealth of services to support individuals at various stages of their financial lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services include projecting expenses and income in retirement, maximizing social security, projecting health care and long-term care costs, investment management, RMD projections, college planning, budgeting help, 401(k) investment selection, and life insurance analysis.
Who they serve
Individuals in the early stages of their career, nearing retirement, or already retired.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 482 | $117M |
| High Net Worth Individuals | 120 | $208M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BALLAST FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.