Understand the needs of each client
Create strategies that address the client’s unique financial situation
Deliver solutions that will help clients reach their objectives
We provide individuals, families, trusts, and corporations with a level of financial expertise and service that makes us a valued and trusted partner. We specialize in high-quality investment management services, with a focus on long-term, tax-efficient results.
Anchor Investment Management, LLC was founded in 2000, by W. Patrick Dorn, Jr. Pat decided to form Anchor after a 30-year tenure in the investment industry with Wachovia Bank.
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, who still serves as a firm Principal today. Anchor is continuing to hire as our client base grows, ensuring that each client has two dedicated financial advisors and a client service associate.
In 2013, Anchor merged with Ward Financial Advisors, Ltd., a local firm with a lengthy history of success in the investment management field. Growth continued and in 2017, Anchor merged with Watkins Financial Group, LLC, a Columbia, SC, firm with a long history of financial planning and insurance expertise. The strategic combination of these two firms has provided an even greater depth of personnel, investment research, financial planning, and 401(k) knowledge for Anchor’s clients.
While our team is based in Columbia, SC, we have clients in 20 states and can provide impactful, long-term financial solutions wherever they may reside.
Our team works together to help our clients achieve outstanding results. With minds open to learning from one another and working hard toward a common goal, we bring the best we have to offer to the table each day.