At Anchor Pointe, family is at the heart of everything we do. We see our team and our clients as an extension of that family: built on trust, care, and shared values. Our approach is rooted in education and collaboration, ensuring you feel informed and empowered to navigate your financial journey with confidence — so you can live the life you envision.

Why We're Different

As a fiduciary, we focus on planning and managing your financial future — not selling products. We are here to serve you and your loved ones.

Our Process to Guide You To — and Through — Retirement

Get Acquainted

Brief introductory call to discuss your goals and financial needs.

Assess & Strategize

Share your financial documents and meet with our team for a roadmap tailored to your future.

Onboard & Implement

Build a comprehensive financial plan that aligns with your objectives while identifying opportunities for growth and improvement.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

OUR FEES

A fair fee structure.

Farther is a fiduciary. That means we’re legally obligated to act in your best interest. Our fee structure is a reflection of that obligation – we win when you win.
Aligned incentives
We are fiduciary advisors obligated to act in your best interests. We do not receive commissions on any investment decisions.
Low-cost investments
We keep expenses in mind when evaluating and recommending investments, preferring low-cost options where available.
No surprises
Our advisory fee is the only fee you will see from us. You’ll see it transparently each month on your account statements.
1.25%
first $1.0m
1.00%
$1.0m - $2.5m
0.75%
$2.5m - 5.0m+
0.50%
$5m+

Ways We Can Help

You're 50+ with over $500K saved for retirement — but you have questions. This list highlights common challenges our clients face. If you have specific concerns about your situation, we’re here to help — reach out to us.

How do I generate reliable income to replace my paycheck in retirement?

How can I minimize taxes on my retirement income?

What investment strategies should I consider for retirement?

How can I create a sustainable withdrawal strategy for my retirement savings?

How do I prepare for healthcare expenses in retirement?

Our Team

Derieck Hodges

Principal, Wealth Advisor

Sam Schwartz

Vice President, Wealth Advisor

Carrie Litzelfelner

Client Experience Manager

Cherie Stembel

Advisor Assistant

Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

After 25 years as a solo practice, we’ve partnered with Farther to elevate our service in three key ways:

  • Enhanced Client Service
    More staff resources ensure personalized attention and dedicated support.
  • Cost Efficiency
    Clients benefit from lower fees on services like alternative asset custody.
  • Expanded Expertise
    A network of seasoned advisors provides insights for complex client needs.

This partnership allows us to maintain our personalized approach while leveraging additional resources to better serve both you and your clients.

Ready to Talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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