Expand Your Tax Practice

Add an Advanced Planning Specialist to Your CPA team

Ever wonder what the impact would be on your practice and personal life if you could reduce your workload by 50% while increasing the value of your client service?

You can stop wondering and start taking your practice to the next level.

Anchor Wealth will help you become a firm of the future with our CPA team-based model. We will provide a full service management consulting and family office experience for you, giving you a team of in-house experts, fully equipped to meet the changing needs of your clients.

Retain your clients and attract new ones with a proactive multi-disciplinary CPA firm backed up by a brain trust of specialists, experts, and cutting-edge proprietary technology-based systems.

Future Proof Your CPA Practice

Stacey is someone you can trust. With his holistic approach, he gives you an angle that you are not getting from any other advisor.
Michael R., Franklin, TN
When you sit down and talk with someone you want to feel they have your best interests at heart. I felt that way about Stacey. I liked his focus from a faith-based Christian standpoint. He makes you feel good about your investments, and that it is about you, not about the money.
Ted G., Franklin, TN
The financial world is full of misinformation. It is difficult to navigate. That’s why you need a guide. I was looking for an advisor to guide me, navigate for me and not lose my money. Stacey asks great questions and develops a strategy based on that.
Dwayne S., Hohenwald, TN
You can tell Stacey has a genuine interest in helping us.
Scott W., San Jose del Cabo, Mexico
We have been pleased with Stacey’s strategies and approach. He is personable. Down to earth and not pushy. He looks at a lot of different perspectives and gives you the option to make the best decision for your family. He will not push things on you.
Deborah G., Franklin, TN
Stacey is a great guy. He is caring and understanding. He takes the big picture into consideration and the guides you to what works for you.
Scott W., San Jose del Cabo, Mexico
I really trust him because of the way he takes care of me. He works hard to protect my money for myself and my children.
Sharon W., Hendersonville, TN
I am very grateful to Stacey. He helped me recover from a significant financial loss. He has become a friend.
Sharon W., Hendersonville, TN

Experience Better Wealth Management Today

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*** The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment Advisory Services offered through Optivise Advisory Services, LLC (OAS); An SEC Registered Investment Advisor. OAS and Anchor Financial, Inc. are independent of one another.