Financial Review Meeting

Call us at 907-272-7575, or click Request a Meeting, to schedule an introductory call. You can rely on our team of financial advisors to create a custom financial plan and provide dynamic investment management that harnesses opportunities presented today while mitigating risks to keep your retirement goals on track.

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 CARES Act – A Lot to Care about

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 provides many planning opportunities and we want to get the news out. There are now more strategies to work with for optimizing your finances. The first provision that we want to highlight is the suspension of the RMD requirement for 2020. Required Minimum Distributions […]
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Invest in Resiliency

The world, and our perception of it, has changed substantially in the last 30 days. The current situation with COVID-19 is the definition of the management acronym VUCA (Volatile, Uncertain, Complex, and Ambiguous).  I could wax somewhat poetically about the economic implications of what’s happening, but it’s not useful right now.  There will be time […]
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Together, We’ve Planned for This

APCM understands that these sharp moves in the markets and alarming headlines are unnerving. We aren’t immune to the anxiety ourselves as we think about what the current market environment means to our clients and the beneficiaries of the funds that we manage. But, we also have the benefit of understanding that over the long […]
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