Dakota
Dakota
Book a Demo
Talk to an Expert

Anchored Financial Planning LLC

EST. AUM
$182,862,179

CONTACTS
6

CLIENT ACCOUNTS
1,223

Firm Details

Metro area Princeton
CRD Number 336537
Website anchoredfinancialplanning.com
Client types

Overview

Anchored Financial Planning is a recently established SEC-registered independent RIA based in West Deptford, New Jersey. Founded in 2025, the firm offers tailored investment advisory and financial planning services to individuals and high-net-worth clients, with an emphasis on crafting appropriate asset allocations and advising on diversified investment opportunities. The firm also provides estate-planning, risk-assessment, and long-term investment strategy services. Though currently reporting no assets under management, Anchored Financial Planning aims to build a client base through personalized service, transparency, and a broad interest in alternative and traditional asset classes.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy