GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC

Overview

Globe & Anchor Wealth Management & Financial Planning, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm acts as a capital allocator: it constructs and manages portfolios, provides financial planning, and hires or monitors outside managers when needed. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees, which aligns with a hybrid advisory model that serves both ongoing wealth management relationships and one-off planning engagements. Investment activity centers on pooled public funds as the primary building blocks for client portfolios, while the firm also allocates to third‑party alternative fund managers for specialized exposures. Advisory services documented include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of other advisers. The firm does not identify as an active ESG investor and is not flagged as a multi‑state adviser in the available materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices