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

A $500 Billion Tax

Did the title grab your attention? As I write this article the sun is shining, there’s not a cloud in the sky, it’s the ides of April, and the 90th day of Alaska’s statutory legislative session.  It’s enough to make a formerly-young-man’s thoughts turn to taxes. However, I’m not thinking about federal taxes (more on […]
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Guest Author – Aaron Sperbeck

Legal and Ethical Challenges Associated with Mental Health in the Last Frontier: A Primer for Alaskan Families Alaska is home to over 739,000 people from many different and unique walks of life.[1] Mental health continues to be a matter of public concern in Alaska’s ever-growing and aging population.  In 2014 alone, more than 33,000 Alaskans […]
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New Opportunities for APCM’s Clients

It’s a challenging market, but at APCM we believe that there are always solutions. Our team continuously scans the broader financial industry to find new opportunities for our clients. There are some key advancements that our investment team has been monitoring (which you can read about here and here), but the focus today is on […]
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