Baobab Wealth Management is a full-service financial planning firm in Anchorage, Alaska. The firm was founded in 2015 by James Miller with the vision of establishing an independent and fee-only financial advisory practice. James specializes in retirement income planning for Americans, Expats, cross-border families, and foreign nationals. He is registered with the SEC and holds life and health insurance licenses. With a focus on retirement income planning, James specializes in serving a diverse clientele, including Americans, Expats, cross-border families, and foreign nationals. The primary objective is to assist clients in navigating their specific challenges and provide clarity and guidance in preparing for the present and future. They help clients clarify their financial goals and determine realistic plans to achieve them. Schedule a free introductory meeting with one of their experts.
3 Best Financial Services in Anchorage, AK
Expert recommended Top 3 Financial Services in Anchorage, Alaska. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
BAOBAB WEALTH MANAGEMENT REVIEWS
Jimmy at Baobab Wealth Management has a wealth of experience on how to best advise in any financial situation. He honors that each client’s situation requires very individual investigation in order to best prepare for future wealth building. Further he masters the skill of balancing international investment and taxation needs of his clients with a keen eye on the holistic and longterm challenges and opportunities. I feel extremely confident to entrust all my financial matters to Jimmy and with no doubt can recommend him to anyone seeking a financial adviser who keeps the big picture in clear sight.
Jimmy‘s extensive knowledge on all financial matters has made him my trusted Go-To since 2016. As a global citizen and seniored advisor he is personable, trustworthy and highly solution-oriented. Jimmy is hyper aware that building up a retirement-fund is unique to each of his clients. With his wealth of knowledge and wholistic approach Jimmy has helped me gain a better understanding of the complexities and importance of investment and I feel well prepared for the future!
I have been working with Jimmy at Baobab Wealth for about 7 years now. He is a fantastic holistic financial advisor that really cares about his clients. He is responsive, professional, and always takes the time to help and explain things. He has helped me developed a financial plan that works well for me and I am on track to get to the retirement that I want to have! I couldn’t recommend Jimmy more and you would be lucky to have him take you on as a client.
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Todd E Bauer is an experienced financial advisor at Edward Jones in Anchorage. The firm collaborates with your attorney, accountant, and other trusted professionals to develop a comprehensive strategy tailored to your needs. Their goal is to ensure that you have the appropriate investments to enhance your ability to achieve your objectives. Whether you have retirement plans in mind, are saving for your children's or grandchildren's college education, or simply aiming to secure the financial future of your loved ones, the firm is here to assist you. They specialize in creating tailored strategies that align with your unique goals, ensuring you have a solid plan to achieve them. Additionally, they offer assistance in creating a comprehensive and personalized plan to help you attain your financial aspirations. The firm acknowledges your risk tolerance and endeavors to balance investment risk and the necessary measures to support your long-term goals. To explore your options further, contact them and request an appointment.
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TODD E BAUER - EDWARD JONES REVIEWS
To understand the level of risk you're comfortable accepting when investing so they can balance it with the steps necessary to reach your long-term goals.
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Bright Road Wealth Management, LLC is an all-inclusive independent and fee-only registered investment advisor in Anchorage, Alaska. The company specializes in developing and executing tailored plans that align with your unique objectives, values, and situation. They act as the personal Chief Financial Officer (CFO) for successful individuals, families, and institutions. They help their clients to reach their goals through a comprehensive Wealth Management Consultative Process. This process includes investment consulting, advanced planning, and relationship management. Their comprehensive process is designed to provide ongoing guidance and support throughout the duration of your plan. Bright Road Wealth Management, LLC is dedicated to assisting its clients in achieving their financial goals. By collaborating closely, they construct a personalized plan specifically designed to help you reach your desired outcomes. The advisors at Bright Road Wealth Management approach their work with respect, appreciation, and empathy. Additionally, their services extend to clients in Washington and Texas.
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BRIGHT ROAD WEALTH MANAGEMENT, LLC REVIEWS
After interviewing 3 financial advisors in Anchorage and doing my due diligence research, I went with Bright Road Wealth Management at the time of my retirement and have been nothing but 100% pleased. This is a professional team of informed, competent and seasoned professionals. I am informed and confident with my money and I'm earning! Signed - Satisfied Client.
They work with successful individuals, families, and institutions throughout the U.S. using a comprehensive Wealth Management Consultative Process.
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