Financial Advisors in CAPE GIRARDEAU, MO

At Anchor Pointe, we believe lasting financial relationships start with genuine connection. We consider both our clients and our team part of an extended family — one built on mutual trust, care, and shared values. By blending education with collaboration, we help you make informed decisions and approach your financial future with clarity and confidence, so you can focus on living the life you’ve imagined.

As a fiduciary serving clients locally in Cape Girardeau, MO, Southeast Missouri, and throughout the country, we focus on planning and managing your financial future — not selling products. We are here to serve you and your loved ones.

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

Ways We Can Help

You’re 50+ with more than $1 million saved for retirement — but you still have questions. Below are some of the most common challenges our clients in Cape Girardeau, MO, and beyond face. If you have concerns about your own situation, we’re here to help — simply reach out.

What will my retirement income sources be, and how will each be taxed?

How will my tax situation change over time, and how can I plan ahead?

What are the most effective ways to give during my lifetime and through my estate?

How can I involve my family in my charitable giving?

How much wealth should I leave to my children or grandchildren, and at what ages?

What protections can I put in place to safeguard any future inheritance for my loved ones?

What strategies can help reduce future estate taxes, whether federal or state?

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.

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+

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.

Our Locations

With locations in Cape Giradeau, MO, and Chicago, IL, our team is equipped to serve clients locally in Chicagoland and southeast Missouri.

CAPE GIRARDEAU, MO

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