Scott Anderson Financial, Inc.

Overview

Scott Anderson Financial, Inc. is an owner-operated independent registered investment adviser that combines accounting services with financial planning and portfolio management for individuals, families and small businesses. The firm is structured as a corporation with an individual owner and positions itself to serve both private clients and some institutional relationships. Its advisory model charges a percentage of assets under management and also offers hourly billing for certain services. The firm emphasizes traditional wealth-management services rather than ESG or multi-state advisory programs: it is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Its stated advisory activities focus on financial planning and discretionary portfolio management, supported by accounting expertise.

Assets & Accounts

Public Holdings

Investments & Alternatives