For 25 years, Anchor Investment Management, LLC has grown alongside those who have relied on our firm to help manage their financial lives. Reflecting on this milestone brings both gratitude and a reminder that the most meaningful progress is often built over years of service. Service to the community, service to our clients and service to the long-standing values that continue to shape our work. When Anchor was founded in 2000, the world looked very different. But what mattered most then is still what matters now: listening deeply, giving sound advice and helping people make decisions with confidence.
Those values guided Anchor through market cycles, economic shifts and major firm milestones. Looking ahead, the future holds new questions and evolving opportunities. Clients are navigating longer retirements, expanding family dynamics and considering philanthropic priorities. Anchor’s role remains the same — to provide financial clarity amid uncertainty and help each person make a meaningful impact with their resources.
“Our 25th anniversary felt like the right moment to turn celebration into impact,” says Joy Watkins, CFP®, principal and director of financial planning. “Our community has played a vital role in shaping this firm, and this initiative is one meaningful way we can give back and invest in the future.”
Over the years, Anchor has helped clients direct charitable contributions through legacy planning, strategic giving and ongoing advisory support. As a continuation of that legacy, Anchor is launching the Anchor Impact Fund — a new charitable giving initiative created in honor of the firm’s 25th anniversary. Through this donor-advised fund, the firm will distribute annual grants to local nonprofits to help strengthen the communities where its clients and team members live and work.
This fund represents both a celebration of Anchor’s history and a commitment to the future. It is a way to reflect the generosity Anchor sees in its clients every day and invest in the next generation of impact.
