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Pat was thrilled to serve his clients with the new standard of a fee-only, fiduciary relationship. In 2002, he made his first hire, Margaret Ellen Pender. Anchor continued to hire as its client-base grew, ensuring that each client had a personal relationship with an advisor.
In 2013, Anchor merged with Ward Financial Advisors, Ltd, a local firm with a lengthy history of success in the investment management field. The strategic combination of resources provided greater depth of personnel, investment research, and experience for Anchor Investment Management. In addition, Anchor was able to add 401(k) and financial planning to its services arsenal.
Now, our team works together in Columbia, SC, to provide impactful, long-term financial solutions to customers based in South Carolina and beyond.
Our office hours are Monday to Friday, 9:00am to 5:00pm.
For more information or questions about our products and services, please contact us by phone, email, or US mail.
Serving clients nationwide.
We are Anchor Investment Management, LLC, a Registered Investment Adviser (RIA) serving the Columbia, SC, area and beyond.