“Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees. Those following this path are sure to beat the net results (after fees and expenses) delivered by the great majority of investment professionals.”
– Warren Buffett
Anders Wealth Management
Anders Wealth Management is a fee-only investment management and financial planning firm in Petaluma, California, just north of the San Francisco Bay Area. At Anders Wealth Management, I use coordinated financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial assets and achieve their most important goals. Because I am fee-only™ and independent of any major financial services company, my advice is completely objective.
Should you have other professionals with which you work, such as in the areas of taxes, estate planning, and insurance, I can collaborate to bring you high quality financial outcomes. If you would like referrals to professionals, I will provide them for you. (Note that I do not accept commissions or “kickbacks” for referrals.)
I strive to maximize my clients’ ability to realize their personal and financial dreams through a structured process of defining and setting goals, making wise financial decisions, identifying growth opportunities, managing risks, and investing well.
One of Anders Wealth Management’s most important goals is to help clients achieve theirs.
Anders Wealth Management clients include individuals and couples: high net worth individuals and couples, entrepreneurs, business owners, working professionals, inheritors, divorcees, and retirees. Anders Wealth Management does not accept commissions or finder’s fees, only the fees paid directly by our clients. I take a fiduciary oath to treat my clients’ money as I would my own, and do not “sell” anything other than my services.