| |
 nchor Financial & Accounting helps individuals and businesses achieve goals and successfully address financial planning, tax and accounting needs in a personable, responsive and independent manner. Although our primary service area is Montgomery, Bucks and Philadelphia counties in Pennsylvania, we are able to service clients in all states.
All clients receive personal service and attention from Anchor's President, Frank M. Rich, III, a Certified Financial Planner (CFP) and Certified Public Accountant (CPA). Thus, continuity is assured, as clients are not passed off to different employees who may come and go, as is often the case with larger firms unable to provide relationship stability to their clients. We recognize that building a stable and trusting relationship is essential to helping clients achieve their goals, and we work hard to earn their trust and confidence.
Whether it's building and managing an investment portfolio tailored to your individual needs and risk tolerance, helping you set up and begin operating a new business or minimizing your tax liability, our educational, needs-based and goal-oriented approach can place you more in control of your financial future. All investment planning and management services are rendered on a "fee only" basis, free from commissions and related conflicts of interest, and when advising clients on investment and insurance matters, our focus is on helping you achieve goals, NOT on selling products.
Aside from fee-only investment planning and management and business start-up and accounting services, we also offer a full array of other services. These include retirement planning, tax planning and return preparation, planning for divorced, separated and widowed spouses, business and personal financial statement preparation and insurance and risk management services.
Please contact us today for an initial no-charge consultation to discuss how we can help you.
|
|
President
|
|
|
Frank M. Rich, III, CPA
|
|
|
Certified Financial Planner®
|
|
|
Registered Investment Advisor
|
|
|
Member:
|
|
|
|
The Financial Planning Association
|
|
|
|
The American Institute of CPAs
|
|
