Anderson Financial Partners, Inc
Anderson Financial Partners, Inc., located in Ponte Vedra Beach, FL, is an employee-owned investment consulting firm established in 2003. Specializing in independent investment consulting services, they cater to corporate and nonprofit organizations as well as high-net-worth families and foundations, emphasizing personalized attention and customized portfolio management.
The firm is registered with the Securities and Exchange Commission and the State of Florida, distinguishing itself through independence from asset management and brokerage communities. With a focus on in-depth client relationships, Anderson Financial Partners manages over $1.4 billion in assets, delivering reliable investment evaluation and performance measurement tailored to the unique needs of approximately 35 clients.
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