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Meet Stacey Andres

Stacey Andres is a financial advisor based out of Spring Hill, TN with remote offices in Franklin and Brentwood to meet clients. He brings years of experience helping high-net-worth individuals, business owners, and CPA firms across the country navigate complex financial landscapes. With a personalized approach, Stacey creates tailored solutions that address the most pressing concerns of his clients, from wealth protection to advanced planning strategies. From being a family man to being featured in Forbes, his professional experience lies in building comprehensive, customized financial plans that consider every aspect of a client’s life.

Quick Facts:

  • Director of Advanced Planning for multiple CPA firms
  • Published Author and Nationally Recognized Professional
  • Married for 28+ years with three children
  • Focuses on high-net-worth families and business owners
Long Term Relationsips Built on Trust
Customized Strategies for Every Client
Expertise in Faith-Aligned and High-Net-Worth Planning
Access to a network of Experienced Professionals

Collaborative Expertise for Wealth & Impact

Stacey’s personal experiences shaped his approach to financial planning. After witnessing his family’s struggle with investment losses as a teenager, Stacey dedicated his career to developing strategies that minimize risk and maximize wealth potential. This led to the creation of The Quantitative Personalized Growth System (QPGS)—an innovative financial planning system that empowers clients to achieve their long-term goals.

With our unique QPG Process, a team of dedicated professionals provides potential solutions that aim to help you save more, grow wealth faster, and create meaningful impact—seeking to deliver value beyond what most traditional CPAs and financial advisors can offer. With the goal of minimizing taxes with potential strategies that save between 20-70%, we aim to unlock financial potential, empowering you to invest more in your personal goals and the causes that matter—all without altering the lifestyle you’ve worked hard to build.

Virtual Family Office for Holistic Solutions

With Anchor Wealth's Virtual Family Office model, clients have access to a dedicated team of financial professionals ensuring every financial, tax, and legal decision is aligned with your goals.One point of contact for all of your financial needs. Click the button below to view our full directory of dedicated financial professionals.

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Schedule A Meeting With Stacey Andres

Ready to take control of your financial future? Schedule a meeting with Stacey Andres and discover how our tailored approach aims to help you achieve your goals

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