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. 

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

Demystifying Innovation

Back in June Michael Catsi, Director of Business Development and Communications for AIDEA, asked me if I would help plan the Innovation Track for the upcoming Accelerate: Alaska event taking place at the Loussac Library on August 29th and 30th. Helping plan the event rapidly turned into “would you be willing to give one of […]
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GDP Party in Full Swing

The U.S. economy is humming along at a great pace right now. Corporate earnings are up an impressive 24% versus a year earlier, and a larger number of companies are beating earnings estimates than normal (80% of companies that have reported second quarter results beat estimates, the highest reading since FactSet began tracking the measure). […]
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The Dave Thorsness Rowing Challenge

A prospective client came to our office a few weeks ago and as I talked about the APCM team and all the expertise we have within our state the prospect asked: “Why aren’t these people in New York or California with all these qualifications?” It’s a great question. In our hyper connected world where we can electronically access anyone, […]
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