Financial Review Meeting

Sudden changes in life circumstances can throw a wrench in your retirement plans, but they don’t have to! Our team of expert financial advisors have a deep understanding of Alaska corporate severance packages in the oil and gas industry after years of experience with layoffs just like these. Let us create a custom financial plan for you that harnesses the loopholes and avoids the pitfalls before you make a life-altering decision. Book a no-obligation financial review today! You may call us at 907-272-7575 or use the link below.

 

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

Giving through adversity is what makes us great

There are daily headlines about looming recession, lower dollars in the state budget and cuts in corporate giving to charity. In this season of thanksgiving I’d like to remind us all that we have been here before and what pulled us through then is what I believe will pull us through now. The strong sense […]
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A Case for Rational Optimism: A Parallel of Two Decades

This summer, I had the opportunity to speak at Accelerate: Alaska, a conference focused on the opportunities, challenges, and future of Alaska. There were a number of speakers at the conference who spoke on a wide range of topics, from behavioral finance to infrastructure. I chose to speak on the case for rational optimism for […]
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Meet our fall intern – Joel Allen

About Me I was born in Anchorage, but I have spent most of my life in the Matsu Valley, where I currently live. As a lifelong Alaskan, many of my interests naturally involve the outdoors. The mountains are the place where I feel most comfortable, whether I am snowmachining, snowboarding, or simply hiking. Traditionally, I […]
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