Anne Chernish| CFP®
Anchor Capital Management, LLC
- Fee-Only Financial Planning
- Portfolio Management
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- 401K and IRA Rollovers
- Estate Planning
- Business Planning
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Anne Chernish is a Ithaca, NY Fee-Only Financial Planner serving Ithaca and all surrounding areas. Anchor Capital Management, LLC specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Anne Chernish is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Anne Chernish is a Fee Only Financial planner in Ithaca, NY. Anne Chernish is a NAPFA-Registered Financial Advisor.
Anchor Capital Management, LLC, a Registered Investment Advisor (RIA) is headed by Anne C. Chernish, CFP®, Managing Member, and President. She has been serving Ithaca clients since 1989, and has more than 40 years' experience in the securities industry. Anne is a graduate of Notre Dame de Namur University in Belmont, California, is a Certified Financial Planner™ (CFP) and a qualified New York State Life Insurance Consultant. She served as the executive assistant to one of the pioneers in personal wealth management and financial planning and has been licensed as a broker-dealer principal by the Financial Industry Regulatory Authority (FINRA). As a holder of the CFP® designation, she actively participates in continuing education opportunities. Earlier in her career, Anne worked at major stock brokerage and financial planning firms.
Anchor Capital Management, LLC, is a small client-centric firm working closely with individuals, couples, families and multi-generation families, and small institutions to plan the accumulation and management of wealth to meet long term plans and objectives.
The Anchor team works from our offices in Ithaca, New York, and we serve clients throughout the United States. Anchor operates on a fee-only basis: financial planning services are offered for a quoted price and investment management services are recognized as a percent of assets under management.
Anchor does not receive or accept any other fees from commissions, referrals or other sources. Therefore our recommendations have no outside influences on advice to our clients.