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Anchor Financial Associates, LLC

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number
Website anchorfa.com
Client types

Overview

Anchor Financial Associates is an independent wealth management practice based in West Caldwell, New Jersey. The firm helps clients invest to build wealth, protect their families, and preserve assets, emphasizing straightforward advice and personalized service. Anchor Financial Associates delivers financial planning and investment management tailored to client priorities and life stages, supporting retirement, education, and other long-term goals. Investment advice is provided through Private Advisor Group under a fiduciary framework, while LPL Financial supplies brokerage, custody, research resources, and account access tools. The team focuses on simplifying complex decisions so clients can feel confident about their financial future.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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