Bright Road Wealth Management
Bright Road Wealth Management
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Anderson
Fee-Only financial planner located in Anchorage, AK, serving clients locally and across the country
Matthew Anderson is an Anchorage, AK fee-only financial advisor serving clients locally and across the country. Bright Road Wealth Management provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Anderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matthew Anderson joined the firm from the First National Bank of Alaska Trust Department. His passion is fiduciary Wealth Management and Permanent Fund building. Matthew has a JD from Willamette University, is a member of the Oregon bar and is Series 65 licensed. He started managing portfolios professionally in 1996 and has 22 years of experience in wealth management; the last eight of those years serving institutional clients and bank side-wealth transfer events for high-net-worth business owners.
During his career, Matthew has worked for three firms in the top 40, ranked by fiduciary assets under management. He has a passion for all things rural Alaska, dating back to Bering Sea fishing adventures that paid his way for college, and considers it a privilege to serve on the Board of RurALCAP and Rural Energy Enterprises. Matthew is also a member of the Alaska Estate Planning Council. He has previously held the FINRA Series 7, and 63 licenses as well as an insurance license.
Matthew enjoys solving problems and exceeding client expectations, he is interested in both the credit and debit side of the balance sheet. He works hard to use his legal and banking background to translate complex wealth strategies into language the average person can understand.
Bright Road Wealth Management is your personal financial advocate.
We are proud to be an independent, fee-only Registered Investment Advisor(RIA). As such, we are happy to say we receive no commissions, revenue sharing, or fee trails from any investment products we recommend. Further, we are legally a fiduciary to all our clients, which requires us to act in your best interest. We believe this is the only way to do business. At Bright Road Wealth we provide:
- Client Focused Financial Planning
- Experienced Investment Advice
- Investment Philosophy Backed by Science
- Educated and Credentialed Advisors
- Cutting Edge Client Technology
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Matthew Anderson
405 W. 36th Avenue
Anchorage, AK 99503