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 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.

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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 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.



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

The Importance of Planning – aftermath of the earthquake

The morning of November 30, 2018 started out like every other morning of the year. I woke up, completed my morning routine, got the kids ready for school, kissed my wife goodbye on her way to work and began leaving the house to drop my son off at school. In one moment (what felt like […]
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Markets closed in honor of former President George H. W. Bush

Today the financial markets paid their respects by closing in reverence of former U.S. president and World War II veteran George H. W. Bush, who passed away November 30th at the age of 94. His death comes roughly eight months after that of his wife, former first lady Barbara Bush. In addition to the NYSE […]
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The FAANGs Falter

The FAANG (Facebook, Apple, Amazon, Netflix, and Google) stocks have been in the news quite a bit recently, with all of them in correction territory (a drop of at least 10%) since their respective peaks this year. These five companies make up more than 10% of the S&P 500 Index, and were the belles of […]
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