Financial Review Meeting

Click Request a Meeting to schedule an introductory virtual meeting. If you would like to schedule with a specific advisor, please call us at 907-272-7575. 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 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

Protecting Identity and Assets After the Death of a Loved One

What Happens to Your Social Security Number When You Die? Even if you have an up-to-date estate plan, there are some logistical quirks to be aware of whenever someone passes away. Clients frequently ask if they need to notify the Social Security Administration of the loved one’s passing. The short answer is “no.” When a […]
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The Economists’ Watercooler

The caller’s voice reflected the stress of the moment “I’m deeply frustrated with what I’m hearing from these two gentlemen. I don’t understand why we can’t just declare the economy open and get back to normal.”  The day was May 26th, the place was KSKA’s Talk of Alaska, and the two gentlemen were Alaska Department […]
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Meet Our Summer Intern – Dakota Astle

Hi, my name is Dakota Astle. I was born and raised in Anchorage and graduated from AJ Dimond High School in 2017. After graduating, I attended my first year of college at Whitworth University in Spokane, Washington. After my first year of college, I missed the mountains and Alaska so decided to return home to […]
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