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Anchor Pointe Financial Planning, LLC

EST. AUM
$500,000,000

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Firm Details

Metro area Greenville, SC
CRD Number
Website anchorpointefp.com
Client types

Overview

Anchor Pointe Financial Planning, LLC is an independent fee-only financial planning firm headquartered in Spartanburg, South Carolina, led by Zulma Petty, CFP®, CEPA®, CRPS®, CRPC®, AAMS®. The firm provides investment advisory services through Uptick Partners, LLC, a Registered Investment Adviser, and serves individuals, families, business owners, and families with special needs members across all life stages with no asset minimums. Founded on decades of advisory experience spanning ministry, corporate finance, and financial planning, the firm coordinates retirement, tax, estate, and insurance planning into cohesive strategies tailored to each client's goals and circumstances.

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Investment Preferences

Alternative Activity

Address

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

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