A Family Office

Our Story

John H. Anderson
Founder & CEO

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Leadership

John H. Anderson
Founder & CEO
Peter Watson, CFA®
Founder & CIO
Paul B. Martin, CFP®
Senior Financial Advisor

In the News

New Market Perspective
Financial Times
10/2017
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Top 100 Advisors
Bloomberg
7/2017
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From Bottom to Top
WSJ
1/2017
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Retirement Income Distribution
The Washington Post
9/2016
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Meet The Team

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Dwayne Hansen
Senior Financial Advisor
Sabrina Jackson, APMA®
Portfolio Advisor
Katrin Moore
Client Services

Why Us?

  • Clients First

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  • Independent Thought and Action

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  • The Fiduciary Difference

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  • Fees, Not Commissions

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  • Zero Conflicts of Interest

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  • Flexibility Tailored to You

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Our Clients

We serve a diverse group of clients, from 20-somethings to retirees. What they share in common: An insistence on trustworthy, expert advice with no strings attached.
  • High-net-worth and ultra-high-net-worth individuals and families, including those who are still building wealth and those who are retired.
  • Business owners, who seek both guidance through a liquidity event and a partner in managing their wealth.
  • Nonprofit organizations, which require expert, objective investment advice in order to achieve their goals.

Strategic Alliances

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Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat