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Anchor Wealth Management Group, LLC

EST. AUM
$232,975,560

CONTACTS

CLIENT ACCOUNTS
630

Firm Details

Metro area West Palm Beach
CRD Number 329286
Website anchorwealthgroup.com
Client types

Overview

Anchor Wealth Management Group LLC is an independent Registered Investment Adviser (RIA) founded in 2009, providing comprehensive wealth management, financial planning, and investment advisory services to individuals, families, retirees, corporate executives, and nonprofit organizations. Led by Kasia A. Marczyk, CFP®, CRPC®, CDFA®, the firm operates under a fiduciary standard, delivering objective, client-focused financial guidance free from proprietary product conflicts. Its investment philosophy emphasizes disciplined asset allocation, tax-efficient planning, retirement planning, estate planning, and risk management to help clients preserve wealth, manage complexity, and achieve long-term financial success.

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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