Serving Your Interests. Supporting Your Goals.

Anchor Wealth uses investment planning, estate design and innovative tax strategies to create and protect clients’ wealth today and through retirement so they can leave a legacy to future generations that aligns with their faith-based and philanthropic values.

Our process guides you step by step to wealth and retirement success.

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Tap into and extensive network of expert advisors.

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Customized investment, tax and retirement services.

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Comprehensive planning tools help reduce risk, grow wealth and align investments with your faith and values.

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You can tell Stacey has a genuine interest in helping us.
Scott W., San Jose del Cabo, Mexico
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
Stacey is very diligent. He has a holistic approach to taxes, investments and alternative investment strategies.
Michael R., Franklin, TN
I’m very happy with all of Stacey's recommendations. His network of alliances is very good. He is genuinely interested in your welfare, not just trying to make a quick buck.
Dwayne S., Hohenwald, 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
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
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
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

Get to know Anchor Wealth

Anchor Wealth caters to clients like you who want personal service and attention and unique, custom planning strategies. Connect with us for wealth growth and protection, tax and retirement planning and faith-aligned investment planning.

*** 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.