Expert financial guidance gives our clients the freedom to live without anxiety, empowering them on a path to secure a financially confident future.

Meet Your Advisors

Based in Anchorage, Alaska we provide sound financial advice and portfolio management allowing you to focus on your business, family and personal goals with a sense of empowerment and well-being. Our investment team members have advanced degrees and professional designations, including:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Certified Divorce Financial Analyst® (CDFA®)
  • Chartered Financial Consultant® (ChFC®)
  • Registered Paraplanner® (RP®)

Fee Schedule

APCM Wealth Management for Individuals firmly believes that it only matters what you keep. Keeping expenses low so our clients' money can compound is a hallmark of our pricing. Fees are structured based on account balance.

Shot of a happy young couple using a laptop together at home

Investment Management

Investment Management clients benefit from the methodology and purchasing power of over $2 billion in assets under management. Individual clients are accessing the same technology and expertise that is applied to management of funds for state and local governments, Alaska Native Corporations, financial institutions, health care organizations, and the Alaska Permanent Fund Corporation.

Financial Planning

With our planning process, we guide you through the bewildering maze of data and information and how it relates to your short and long-term financial and life goals.
Financial Planning for Long Term Care Workbook (pdf)

Retirement

Retirement can be one of life's most exciting and challenging transitions. As your partner in financial success we like to explore what retirement means to you and together illustrate a plan to best fit your lifestyle vision.  We ensure you have key retirement questions answered.

Laurie-Ford

Divorce

The divorce process can be overwhelming as you deal with the financial implications of the divorce in addition to the emotional distress.  Our experience with divorce financial analysis helps to ensure a good, stable economic future and prevent long-term regret with financial decisions made during the divorce process.

Death of a Loved One

We bring financial expertise and strategic advice for your immediate needs to advanced planning. We advocate for you and with you on your timeline, without rushing you through any decisions. We are part of your transition team, working collaboratively with your CPA/Tax Advisor, Attorney, and Insurance Advisor. 

Blog Posts

Reclaim Your Most Valuable Possession: Time

On average I spend about half of my working time acting as a consulting economist; it’s the role that most people associate me with if they’re aware of me. The other half of my work time is spent actively coaching leaders around the country. The consultant’s role is to analyze an issue and, frequently, to […]
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Meet Our Newest Team Member – Meghan Carson

If you have been a long-time blog follower, my face may look familiar: I was an APCM intern three years ago. I am happy to announce that I am back for the long-haul as the private wealth team’s newest associate financial advisor. I graduated from the University of Alaska Anchorage in 2015 with a BA […]
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The Alaska Permanent Fund Corporation Honors Dave Rose

APCM and the Rose family is honored for the recognition extended to the family patriarch, Dave Rose, by the Alaska Permanent Fund Corporation (APFC) and their Board of Trustees at their February meeting. The Dave Rose Board Room was named in recognition of his service as the first Executive Director of APFC and the role […]
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