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 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

2020’s Ever Elongating Corporate Credit

Corporate credit issuance and refinancing exploded in 2020 due to accommodative monetary policy. Companies have mostly decided to lengthen the maturity of this new debt which could potentially pose risks in the years to come as rates rise. Monitoring the credit fundamentals of corporations will become even more important going forward. Interest RatesInterest rates for […]
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For the Twenty-Somethings in Your Life

Debt affects you, me, and everyone else in ways that could be unexpected. Unfortunately, younger generations are racking up consumer debt more than ever without fully understanding the weight it may carry. Being a recent college graduate in finance, I get a lot of questions about debt from my 20-something year old friends and acquaintances […]
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We Can’t Run Our Businesses Without the University of Alaska

Let’s keep this incredible resource growing. You can help, and I have a prize for those that do! Our company hires 2-3 professionals each year. Currently, we have a staff of about 26 people and we’re still growing. The Alaskans of our firm contribute significantly, not only to our economy, but also our quality of […]
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