It’s rare to find an adviser like Michael L. Anthony. His experience as an investor and over thirty years of advising gives him a unique advantage to help his clients build and preserve wealth. He takes into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans he implements. In his experience, the best way to develop financial plan is by getting to know you, your lifestyle, your values, and your goals, so that your financial plan is just that - uniquely yours.
Michael dedicates his industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. He is prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. His mission is serving you and managing your finances in a way that makes you feel confident about your financial future.
Michael pays attention to the details and design financial plans tailored to each individual client. And he chooses to overlook most passing trends in favor of those Michael feels could give you the best chance of reaching your financial and personal milestones. Michael believes prudently managed wealth serves as a means to get you where you want to go, and he is committed to delivering his best advice to help you get there.
The Financial Blueprint: “Work hard, save a lot, spend a little, and invest wisely.”
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
