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

The Opportunity Atlas

Happy October! We’re half way through the month and we’re still frost free (at least here at Chez King). October means falling leaves, declining daylight, pumpkin carving parties, and economists that write about PFDs. Well, this economist is going for three of four on that list. No, this year’s October blog isn’t about the Permanent […]
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Six Tips for First Time Home Buyers

Purchasing a home will always be a stressful process, but there are steps you can take to make it a little less painful. When I purchased my first home at age 21, I wasn’t nearly as informed as I am now, which resulted in a few costly mistakes. With the first-time homebuyer’s experience behind me […]
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Insights from our meeting with Janet Yellen

A couple of weeks ago I was thrilled to find out that I would be part of a small group of ten industry professionals from around the world that would participate in a 30-minute Q&A with Janet Yellen. As I was preparing to leave Alaska to make the long trip to Toronto, I shared this […]
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